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 custom list of contacts 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.
Overview of the Entity Codes page
The Entity Codes page enables you to edit the items that form the core of the NexJ CRM information storage system.
This includes modifying entities such as contacts and companies and profile information items like phone numbers and addresses. Note that here you do not actually enter information about specific clients into the database; instead, you create and modify the categories of information that can be entered in NexJ CRM. The Entity Codespage has eight main tabs:
Entity Types
The Entity Types tab enables you to add, delete, and change the properties of the entity types in NexJ. This tab is divided into two halves:
- The Entity Types list on the left. This area displays a list of all the existing entity types.
- The detail area on the right. This area displays the properties of the selected entity type.
Hierarchy Roles
The Hierarchy Roles tab enables you to add and delete hierarchy roles available to entities (usually contacts or users) who belong to other entities (usually households).
Communication Types
The Communication Types tab allows you to add, delete, and change the properties of communication information categories such as email, phone number, and fax number. This tab is divided into two halves:
- The Communication Types list on the left. This area displays a list of all the existing communication types.
- The Detail area on the right. This area displays the properties of the selected communication type.
Address Types
The Address Types tab enables you to add, delete, and change the properties of address information categories such as business, home, and vacation addresses. This tab is divided into two halves:
- The Address Types list on the left. This area displays a list of all the existing address types.
- The Detail area on the right. This area displays the properties of the selected address type.
Categories
The Categories tab enables you to add, delete, and change the properties of the categories and category groups available to entity profiles. This tab consists of two sub-tabs:
- Category Groups
Here you can create your own category groups and select which entity types will have access to them. This tab is divided into three sections:- The category groups list on the left, which displays all of the existing category groups.
- The Detail area at the top right, which displays the properties of the selected category group.
- The Entity Types for Group area at the bottom right, which displays the entity types that have access to the selected group.
- Categories
Here you can create new categories, assign them to a specific category group, and assign them to entity types. This tab is divided into three sections:- The category list on the left, which displays all of the existing categories.
- The Detail area at the top right, which displays the properties of the selected category.
- TheEntity Types area at the bottom right, which displays the entity types that have access to the selected category.
Custom Field Types
The Custom Field Types tab enables you to add, delete, and change the properties of the custom field types and custom field type groups available to entity profiles. This tab consists of two sub-tabs:
- Custom Field Type Groups
Here you can create custom field type groups and select which entity types will have access to them. This tab is divided into three sections:- The custom field type groups list on the left, which displays all of the existing custom field type groups.
- The Detail area at the top right, which displays the properties of the selected custom field type group.
- The Entity Types for Group area at the bottom right, which displays the entity types that have access to the selected group.
- Custom Field Types
Here you can create custom field types, assign them to a specific category group, and assign them to entity types. This tab is divided into three sections:- The custom field types list on the left, which displays all of the existing custom field types.
- The Detail area at the top right, which displays the properties of a selected custom field type.
- The Entity Types area at the bottom right, which displays the entity types that have access to the selected custom field type.
Lists
The Lists tab enables you to add and delete saved lists. This tab is divided into two halves:
- The lists list on the left, which displays all of the existing saved lists.
- The Detail area on the right, which shows the properties of the selected saved list.
Badges
The Badges tab enables you to change badges for contacts. Badges are icons that visually indicate information about contacts in NexJ CRM, such as tier or involvement in campaigns. Badges display in the contact banner of a contact's profile on the Contacts workspace. This tab is divided into two halves:
- The badges list on the left, which displays all of the existing contact badges.
- The Detail area on the right, which shows the properties of the selected badge.