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The contact file is where all the information relative to a contact is in SecuTix. All the information linked to a contact can be accessed from this file. A vertical menu list is displayed to the left: each section’s content is displayed on the right side and can be organized in multiple horizontal tabs.
First, we are going to go through an individual contact file:
The “Summary” tab, within the vertical information menu, displays a quick and complete view of the contact’s information.
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The other tabs of the information menu complete the information more thoroughly.
Within the information menu, there are a few fields in the different tabs that can be particularly interesting:
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NOTES: It is important to be careful in the input of the free text notes as they are not SecuTix’ responsibility and they could be subject to data protection investigations carried out by data protection authorities (CNIL in France), and thus deemed not conforming. Besides, as they are free text, its information cannot be used when targeting from SAM (SecuTix Audience Management). This applies not only to the notes tab, but also to other free text fields such as the remarks field within the general tab or the remarks.
When one or more notes are created within a contact file, the tab name will appear in red and this symbol will be displayed next to the name when a contact search is made from the Cart menus in the Sales Chanel context. You'll be able to explore it during the Quick sales training, but here's a list of all the symbols you might see linked to a contact.
Other vertical menu items:
- Addresses: You can input up to three addresses (main, delivery, or invoice).
- Criteria: Manual classification of the contacts according to the criteria defined at the beginning of the project with the organization. The available criteria list can be different for individuals and structures (more info:
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