Configuring entities
An entity is an object in NexJ CRM that represents a person (such as a user, contact, or lead) or an organization of individuals (such as household, company, or department). In addition, it can represent an investment account. When Capital Markets functionality is enabled, entities can also represent institutions, sectors, and funds.
In the Entity Codes page, you can manage the following components of entities.
- Entity types
- An entity type represents the different kinds of persons and organizations in NexJ CRM. For example, contact, company, household, and fund are all entity types.
- Hierarchy roles
- A hierarchy role defines a contact's role within a hierarchy. For example, a user can assign the head of household role to a contact who is a member of a household.
- Communication types
- A communication type represents a communication channels that can be entered for a contact in NexJ CRM. For example, common communication types include home phone number, email address, fax number, or website address.
- Address types
- An address type represents an address that can be entered for a contact in NexJ CRM
- Categories
- A category is a label for entities, such as Avid Golfer for a contact or user. Categories can be used for searching and grouping entities.
- Custom field types
- A custom field is a user-defined field that stores information not otherwise provided in a contact profile.
- Saved lists
- A saved list is a list of contacts in NexJ CRM that is used to create a group that may not otherwise share a common characteristic or property. Users access saved lists when filtering the contact list, assigning activities to contacts, sending batch emails, and batch printing in NexJ CRM.
- Contact badges
- A badge is an icon that visually indicates information about action items and contacts in NexJ CRM. For example, an icon may indicate that an activity has an associated service request. Badges display in the banner for action items and contacts when defined conditions are met.