Test component PDP

Site Feedback
1

M3019 - Novulo Relatiebeheer

This article is a proof of concept, intended to gather feedback

Inzicht en grip op de relaties van je bedrijf is een voorwaarde voor succes. Novulo Relatiebeheer stelt je in staat om gegevens van klanten, leveranciers en personeel op een eenvoudige en overzichtelijke manier te beheren. Het biedt de informatie die nodig is om uw relaties op het juiste moment met de juiste informatie te benaderen. Veel gebruikte uitbreidingen aan dit component zijn facturatie en campagne functionaliteit.
first revision created at: 2011-05-19 16:42:59
last modified at: 2024-08-20 16:06:46
owner: Novulo
domain: Management
available languages: Dutch, English
number of utilization hours: 39,753
number of production applications containing M3019: 63
Produced concepts

  • N_Person
    A person in the context of HR software refers to an individual employee, job candidate, or manager whose information is … read more

  • N_Organization
    In the context of CRM software, an organization typically refers to a company or business entity that uses the CRM … read more

  • N_Address
    In the context of CRM software, an address refers to a physical location, typically associated with a customer or contact. … read more

  • N_Country
    A country in the context of finance software refers to a specific geographical location or nation that has its own … read more

  • N_ContactContactLinkType
    A contact link type in CRM software refers to the type of relationship or connection between a contact and the … read more

  • N_ContactContactLink
    A contact link in CRM software refers to a type of connection or link between a contact and a specific … read more

  • N_Province
    In finance software, a province refers to a geographic region or administrative division within a country that has its own … read more

  • N_Contact
    A contact in the context of CRM (Customer Relationship Management) software is an individual or organization that has a relationship … read more

  • N_ContactContactLinkInformation
    A contact link information in the context of CRM software refers to the specific details and data associated with a … read more

  • N_ContactContactLinkSubType
    A contact link sub type in the context of CRM software refers to a specific type of relationship or connection … read more

  • N_OrganizationSizeClassification
    An organization size classification in the context of CRM software refers to the size of the company or business entity … read more

  • N_Postal_code
    A postal code, also known as a zip code, is a series of numbers or letters used in the postal … read more

Produced features

  • N_Tussenv+Achternaam_fx

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Volledige naam (fx)
    Full name is the complete name of a person, including their first, middle, and last names.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_First name
    First letters refers to the initial letters of a person’s first name and last name.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Date of birth
    Age is the length of time a person has been alive, typically calculated from the date of birth.

    • parent concept: N_Person
    • type: Date (Primitive)

  • N_Telefoon persoonlijk/prive
    Telephone personal/private refers to a personal phone number owned and used by the individual and not provided by the organization.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Email (private)
    Email is a form of electronic communication that allows people to send and receive messages, files, and other data over the internet.

    • parent concept: N_Person
    • type: EmailAddress (Primitive)

  • N_Language (preferred)

    • parent concept: N_Person
    • type: N_Language (Complex)

  • N_First letters
    First letters refers to the initial letters of a person’s first name and last name.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Functie (primair)

    • parent concept: N_Person
    • type: N_ContactContactLink (Complex)

  • N_Geslacht
    Sex refers to a person’s biological characteristics, often used to distinguish between male and female.

    • parent concept: N_Person
    • type: N_Geslacht (Enumeration)

  • N_Inherits from contact (fx)

    • parent concept: N_Person
    • type: N_Contact (Complex)

  • N_Tussenvoegsel
    Infix refers to a grammatical term that describes a morpheme or a set of words that is placed between prefixes and suffixes within a word.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Surname
    Initials are the first letters of a person’s names, but typically exclude their surname.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Adressering fx

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Aanhef fx

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Date of death
    Date of death is the day, month, and year when a person passed away.

    • parent concept: N_Person
    • type: Date (Primitive)

  • N_Telefoon mobiel prive
    Private mobile phone refers to a phone number that is owned and used by the individual personally and not provided by the organization.

    • parent concept: N_Person
    • type: String (Primitive)

  • N_Is deceased
    “Is deceased” refers to a person who has passed away and is no longer living.

    • parent concept: N_Person
    • type: yesno (Enumeration)

  • N_Eerste inlogaccount (fx)

    • parent concept: N_Person
    • type: N_ApplicationLoginAccount (Complex)

  • N_Age (fx)
    Age is the length of time a person has been alive, typically calculated from the date of birth.

    • parent concept: N_Person
    • type: Int (Primitive)

  • N_Name organization
    Name Organization: The name or title of the organization.

    • parent concept: N_Organization
    • type: String (Primitive)

  • N_Telephone
    Fax: A method of sending printed documents over a telephone line, often used for official and legal correspondence.

    • parent concept: N_Organization
    • type: String (Primitive)

  • N_Email
    Email: A digital form of communication used for sending and receiving messages and documents to and from the organization.

    • parent concept: N_Organization
    • type: EmailAddress (Primitive)

  • N_Website
    Website: A digital platform or domain that provides information and content about the organization’s products, services, and operations.

    • parent concept: N_Organization
    • type: Url (Primitive)

  • N_Is my organization
    Is My Organization: A statement indicating that the organization is the entity currently using or accessing the CRM system.

    • parent concept: N_Organization
    • type: yesno (Enumeration)

  • N_Inherits from contact (fx)

    • parent concept: N_Organization
    • type: N_Contact (Complex)

  • N_OrganisatieGrootteClassificatie

    • parent concept: N_Organization
    • type: N_OrganizationSizeClassification (Complex)

  • N_Logo
    Logo: A graphic symbol or emblem that represents and visually identifies the organization.

    • parent concept: N_Organization
    • type: File (Primitive)

  • N_Country

    • parent concept: N_Address
    • type: N_Country (Complex)

  • N_Postal code
    Address: The physical location of a person or organization, typically including the street name and number, city, state/province, postal code, and country.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Description (fx)
    Below is the description of each property in English:

    • parent concept: N_Address
    • type: String (Primitive)

  • N_City
    Address: The physical location of a person or organization, typically including the street name and number, city, state/province, postal code, and country.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Owner

    • parent concept: N_Address
    • type: N_Contact (Complex)

  • N_House number
    House Number: The numerical part of a street address that indicates the building’s location along a specific street.

    • parent concept: N_Address
    • type: Int (Primitive)

  • N_House number appendix
    House Number Appendix: An additional number or letter added to the house number to differentiate between units or apartments in a single building.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Street
    Address: The physical location of a person or organization, typically including the street name and number, city, state/province, postal code, and country.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_IsPostadres
    Below is the description of each property in English:

    • parent concept: N_Address
    • type: yesno (Enumeration)

  • N_IsBezoekadres
    IsVisitAddress: A binary value (yes or no) indicating if the address is the primary physical location for the customer or contact.

    • parent concept: N_Address
    • type: yesno (Enumeration)

  • N_Bijbehorend postadres

    • parent concept: N_Address
    • type: N_Address (Complex)

  • N_Telefoon
    Telephone: The phone number connected to the address, typically used for contact purposes.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Omschrijving
    Below is the description of each property in English:

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Type adres
    Type Adres: The classification or category of the address, such as home, work, or mailing.

    • parent concept: N_Address
    • type: N_AdresType (Enumeration)

  • N_Start date
    Start Date: The date when the address became valid or active.

    • parent concept: N_Address
    • type: Date (Primitive)

  • N_End date
    End Date: The date when the address is no longer valid or active.

    • parent concept: N_Address
    • type: Date (Primitive)

  • N_Is active
    Is Active: A binary value (yes or no) indicating if the address is currently in use or valid.

    • parent concept: N_Address
    • type: yesno (Enumeration)

  • N_Additionele adresregel
    Additional Address Line: An optional line included in an address, typically used to provide more specific information, such as a building or apartment number.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Owner is my organization (fx)
    Owner is My Organization: A binary value (yes or no) indicating if the customer or contact associated with the address is owned by the same organization as the user’s CRM account.

    • parent concept: N_Address
    • type: yesno (Enumeration)

  • N_GUID
    GUID: A unique identifier assigned to the address to ensure accurate record keeping and prevent duplication.

    • parent concept: N_Address
    • type: String (Primitive)

  • N_Name
    Name refers to the official name of a country, as recognized by the United Nations or other international organizations. The name of a country is often used as a key identifier in finance software, along with its ISO codes, to ensure accurate and consistent data management.

    • parent concept: N_Country
    • type: String (Primitive)

  • N_EU membership
    EU membership refers to the status of a country being a member of the European Union, a political and economic union of

    • parent concept: N_Country
    • type: N_EU ligging (Enumeration)

  • N_ISO code (2 characters)
    ISO code is a unique, three-letter code assigned to a country by the International Organization for Standardization (ISO). This code is used to identify countries in various systems, including finance software, and aids in international communication and record-keeping.

    • parent concept: N_Country
    • type: String (Primitive)

  • N_Is default
    Is default refers to a country being set as the default option in the finance software. This means that all financial calculations and reporting will default to this country unless otherwise specified.

    • parent concept: N_Country
    • type: yesno (Enumeration)

  • N_Language (primary)

    • parent concept: N_Country
    • type: N_Language (Complex)

  • N_Is active
    When a country is listed as active, it means that it is currently recognized and in use by the finance software. This indicates that the country is actively being considered in calculations and reports generated by the software.

    • parent concept: N_Country
    • type: yesno (Enumeration)

  • N_Has additional address line

    • parent concept: N_Country
    • type: yesno (Enumeration)

  • N_IsDienstverband

    • parent concept: N_ContactContactLinkType
    • type: yesno (Enumeration)

  • N_Voegt contactinformatie toe
    Adds contact information: This feature enables the addition of relevant contact information, such as email addresses, phone numbers, and social media profiles, to the contact’s profile. It helps businesses keep track of the best ways to reach and communicate with their contacts.

    • parent concept: N_ContactContactLinkType
    • type: yesno (Enumeration)

  • N_Accounthouder (RRV) (fx)

    • parent concept: N_ApplicationLoginAccount
    • type: N_ContactContactLink (Complex)

  • N_Accounthouder (Relatie)

    • parent concept: N_ApplicationLoginAccount
    • type: N_Contact (Complex)

  • N_Naam (fx)
    Windows authentication is allowed - This means that users can log into the application using their Windows credentials, such as their username and password, rather than needing to create a separate account for the application. This provides a more seamless and easy login experience for users.

    • parent concept: N_ApplicationLoginAccount
    • type: String (Primitive)

  • N_Accounthouder (mijn org) (fx)

    • parent concept: N_ApplicationLoginAccount
    • type: N_Organization (Complex)

  • N_Relatie van

    • parent concept: N_ContactContactLink
    • type: N_Contact (Complex)

  • N_Relatie naar

    • parent concept: N_ContactContactLink
    • type: N_Contact (Complex)

  • N_RelatieRelatieVerbandInformatie

    • parent concept: N_ContactContactLink
    • type: N_ContactContactLinkInformation (Complex)

  • N_RelatieRelatieVerbandSubType

    • parent concept: N_ContactContactLink
    • type: N_ContactContactLinkSubType (Complex)

  • N_Tegenverband (fx)

    • parent concept: N_ContactContactLink
    • type: N_ContactContactLink (Complex)

  • N_GUID
    Guid refers to a globally unique identifier assigned to a specific contact link in a CRM software. It serves as a unique reference number that helps identify and differentiate between different contact links and their associated actions or events.

    • parent concept: N_ContactContactLink
    • type: String (Primitive)

  • N_Naam
    Name: The name of a province refers to the official designation or title of that particular geographic region within a country. It is usually assigned based on historical, cultural, or administrative reasons. In finance software, the name of a province is used to label and identify it, and is often linked to the province’s unique code in order to avoid confusion with other provinces that may share a similar or same name.

    • parent concept: N_Province
    • type: String (Primitive)

  • N_Land

    • parent concept: N_Province
    • type: N_Country (Complex)

  • N_Organization

    • parent concept: N_Contact
    • type: N_Organization (Complex)

  • N_Person

    • parent concept: N_Contact
    • type: N_Person (Complex)

  • N_Contact type
    Contact type: A categorization assigned to a contact indicating their relationship with a business, such as customer, lead, partner, or vendor.

    • parent concept: N_Contact
    • type: N_ZakelijkParticulier (Enumeration)

  • N_Name (fx)
    Name: The full name or title of a contact.

    • parent concept: N_Contact
    • type: String (Primitive)

  • N_Is active
    Is active: Indicates whether or not a contact is currently active and engaged with the business.

    • parent concept: N_Contact
    • type: yesno (Enumeration)

  • N_Primary address

    • parent concept: N_Contact
    • type: N_Address (Complex)

  • N_Currency (preferred)

    • parent concept: N_Contact
    • type: N_Currency (Complex)

  • N_GUID
    GUID: Globally Unique Identifier, a unique alphanumeric code used to identify a specific contact or entity in a database.

    • parent concept: N_Contact
    • type: String (Primitive)

  • N_Notes
    Notes: Any additional information or comments about a contact that can be added to their profile in the database.

    • parent concept: N_Contact
    • type: String (Primitive)

  • N_Email (fx) (SR33495)
    Email: A unique electronic address used to communicate with a contact through email.

    • parent concept: N_Contact
    • type: EmailAddress (Primitive)

  • N_Telefoonnummer (fx) (SR49619)
    Phone number: A unique numerical identifier used to contact a contact via phone.

    • parent concept: N_Contact
    • type: String (Primitive)

  • N_Is my organization (fx)
    Is my organization: Indicates whether or not a contact is part of the same organization or company as the business.

    • parent concept: N_Contact
    • type: yesno (Enumeration)

  • N_Functieomschrijving
    Job description is a written statement of the duties, responsibilities, and qualifications required for a particular job or position.

    • parent concept: N_ContactContactLinkInformation
    • type: String (Primitive)

  • N_Telefoon direct
    Phone directly refers to the ability to contact a person directly through their phone number without having to go through a receptionist or automated system.

    • parent concept: N_ContactContactLinkInformation
    • type: String (Primitive)

  • N_Telefoon mobiel
    A mobile phone is a portable electronic device that allows for communication through phone calls, text messages, and other applications.

    • parent concept: N_ContactContactLinkInformation
    • type: String (Primitive)

  • N_Email
    Email is an electronic mail message sent through a computer network, typically used for communication and exchanging information.

    • parent concept: N_ContactContactLinkInformation
    • type: EmailAddress (Primitive)

  • N_Locatie

    • parent concept: N_ContactContactLinkInformation
    • type: N_Address (Complex)

  • N_IsConnectionActive

    • parent concept: N_ContactContactLinkInformation
    • type: yesno (Enumeration)

  • N_GUID
    GUID stands for Globally Unique Identifier, which is a unique and permanent identification number assigned to a contact or record in a database.

    • parent concept: N_ContactContactLinkInformation
    • type: String (Primitive)

  • N_Ingangsdatum
    Starting date refers to the date on which a contract or employment begins, or a project or task is expected to start.

    • parent concept: N_ContactContactLinkInformation
    • type: Date (Primitive)

  • N_Einddatum
    End date refers to the date on which a contract or agreement expires or ends.

    • parent concept: N_ContactContactLinkInformation
    • type: Date (Primitive)

  • N_RelatieRelatieVerbandType

    • parent concept: N_ContactContactLinkSubType
    • type: N_ContactContactLinkType (Complex)

  • N_Omschrijving
    Description - This property refers to the detailed explanation or account of a contact link sub type. It may include specific characteristics or behaviors of the sub type, as well as its purpose or role in the CRM system.

    • parent concept: N_ContactContactLinkSubType
    • type: String (Primitive)

  • N_Tegenverband_fx

    • parent concept: N_ContactContactLinkSubType
    • type: N_ContactContactLinkSubType (Complex)

  • N_Richting
    Direction - This property indicates the flow or direction of the relationship between the contact and the business. It could be one-way, where the contact is only receiving communication from the business, or two-way, where there is a mutual exchange of communication and interactions.

    • parent concept: N_ContactContactLinkSubType
    • type: N_VanNaar (Enumeration)

  • N_Omschrijving

    • parent concept: N_OrganizationSizeClassification
    • type: String (Primitive)

  • N_Land

    • parent concept: N_Postal_code
    • type: N_Country (Complex)

  • N_Postcode
    Postcode: This term is often used synonymously with postal code, and refers to a series of numbers or letters used in the postal address of a physical location.

    • parent concept: N_Postal_code
    • type: String (Primitive)

  • N_Plaats
    Place: In the context of a postal code, a place refers to a specific physical location, such as a city or town, that is associated with that postal code.

    • parent concept: N_Postal_code
    • type: String (Primitive)

  • N_Nummer van
    Number of: This refers to the quantity or amount of something in relation to a specific postal code, such as the number of customers or packages associated with that postal code.

    • parent concept: N_Postal_code
    • type: Int (Primitive)

  • N_Nummer tot
    Number to: This typically refers to the numerical range for a specific postal code, such as the starting and ending digits of the postal code range.

    • parent concept: N_Postal_code
    • type: Int (Primitive)

  • N_Nummertype

    • parent concept: N_Postal_code
    • type: N_OnevenEvenGemengd (Enumeration)

  • N_Straat
    Street: A street is a public road or thoroughfare in a city or town, and a specific street name is often included in a postal address to help identify a specific location within a postal code area.

    • parent concept: N_Postal_code
    • type: String (Primitive)
Produced processes

  • N_RelatieRelatieVerbandInformatie - Lock en update nieuwe

    • input parameter(s):
      • relatie_van (N_Contact)
      • is_organisatie_anders_persoon (yesno - Enumeration)
    • return value(s):
      • success (Boolean),error (Messages),rrvi (N_ContactContactLinkInformation)

  • P_AM2 - Add client

    • no input parameters
    • return value(s):
      • success (Boolean),error (Messages)

  • N_RelatieRelatieVerbandInformatie - Lock en update nieuwe (UI)

    • input parameter(s):
      • relatie_van (N_Contact)
      • relatie_naar (N_Contact)
      • relatieverbandsubtype (N_ContactContactLinkSubType)
      • is_organisatie_anders_persoon (Boolean)
    • return value(s):
      • success (Boolean),error (Messages)

  • N_Organisatie - Voeg contactpersoon toe

    • input parameter(s):
      • organisatie (N_Contact)
      • persoon (N_Contact)
      • connectietype (N_ContactContactLinkType)
      • startdatum (Date)
      • einddatum (Date)
    • return value(s):
      • success (Boolean),error (Messages),connectie (N_ContactContactLinkInformation)

  • P_AM3 - Trigger add new person concept

    • no input parameters
    • return value(s):
      • success (Boolean),error (Messages)

  • N_Country - Get postal code formatted (PI43133)

    • input parameter(s):
      • country (N_Country)
      • postal_code (String)
    • return value(s):
      • success (Boolean),error (Messages),postal_code_formatted (String)

  • N_Person - Update fields (SR57542)

    • input parameter(s):
      • person (N_Person)
      • initials (String)
      • first_name (String)
      • prefix (String)
      • surname (String)
      • gender (N_Geslacht - Enumeration)
      • e_mail (EmailAddress)
      • phone (String)
      • birthday (Date)
      • mobile (String)
    • return value(s):
      • success (Boolean),error (Messages)

  • N_Person - Set language at person

    • input parameter(s):
      • person (N_Person)
      • language (N_Language)
    • return value(s):
      • success (Boolean),error (Messages)