When organizing events, your contacts play an important role. Below is an overview of the configuration capabilities for contacts in the system settings.
Titles are managed under system settings, under the “Contacts” tab, by the “Titles” section.
This screen displays an alphabetically ordered list of titles that are created in Yesplan,.
Titles are used for people.
New titles are created by entering a name in the field at the bottom of the list and clicking on “Add”. The name can be changed by double-clicking on it. A title can be deleted. Please note that it will be deleted everywhere. In other words, contacts that used this title will not have a title from now on.
If desired you can set a default title. In that case this title will be entered automatically when creating a new person. If a default title is set but you no longer want to use it, you can undo the default setting by clicking on “Clear” next to the current default title.
Business entities are managed under system settings, under the “Contacts” tab, by the “Business Entities” section.
This screen displays an alphabetically ordered list of business entities that are created in Yesplan,.
Business entities are used for organizations.
New business entities are created by entering a name in the field at the bottom of the list and clicking on “Add”. The name can be changed by double-clicking on it. A business entity can be deleted. Please note that it will be deleted everywhere. In other words, contacts that used this business entity will not have a business entity from now on.
If desired you can set a default business entity. In that case this business entity will be entered automatically when creating a new organization. If a default business entity is set but you no longer want to use it, you can undo the default setting by clicking on “Clear” next to the current default business entity.
Address types are managed under system settings, under the “Contacts” tab, by the “Address Types” section.
This screen shows a list of address types that were created in Yesplan. There is one list of address types for both people and organizations. The list is in alphabetical order.
New address types are created by entering a name in the field at the bottom of the list and clicking on “Add”. The name can be changed by double-clicking on it.
The name of the different address types is completely your choice, but every address type must have a unique name (not case-sensitive so “Postbox” and “postbox” are the same).
After creating an address type, or editing the name of an address type, its keyword is set automatically by Yesplan. These keywords are used to search for addresses of a specific address type (see Query Language Manual, Requesting Addresses of Contacts).
One address type will always be set as default for people and for organizations. The default address type is the address type that will be selected when creating a new person or organization. (You can of course always select another address type for the contact.) Please note that a different address type may be the default for people and for organizations. You can change the default address type by clicking on “Set as Default for Person” or “Set as Default for Organization”.
Every address type can be deleted, on condition that it is not being used anywhere as the default address of a contact. When you delete an address type, all those addresses will be hidden for the contacts and the organizations. Once deleted you will not be able to search for those addresses via the query language and it will not be possible to export them.
Address types that are deleted do not disappear completely in Yesplan. They can be restored. If you restore an address type, all addresses of that type that existed before deletion will be available once again in Yesplan.
If there are deleted address types, the option “Show Deleted Address Types” will appear at the bottom, under the list of address types. Click here to see a list with deleted address types. You can restore deleted address types by clicking on “Restore Address Type”.
When checking whether an address type name is unique, Yesplan will also look in the trash to see if an address type with that name already exists.
Under the “Contacts” tab, by the “Preferences” section, you can customize several preferences for working with contacts.
Display Format for Names of Persons: This setting determines how the name of a contact is displayed. The options are “Firstname Name” (Jan Janssens) and “Name Firstname” (Janssens, Jan).
This setting also influences how you input or edit the name of a user or resource. In Yesplan, users and/or resources can be linked to contacts. When editing the name of a user, resource or contact, the name of the linked contact, resource and/or user will also be adapted. A resource and a user only have one input field for the name, while a contact has a separate input field for first name and for last name. This setting determines how a name change for a resource or user must be interpreted. If you always enter the first name first, then you should choose “Firstname Name”. If you prefer to enter the last name first, then you should choose “Name Firstname”. Please note: if you choose “Name Firstname” you must enter “Janssens Jan” and not “Janssens, Jan”.
Use Last Name Preposition: This setting determines whether last name prepositions are entered separately and displayed with people’s names.
In the Netherlands it is customary to regard the last name preposition separate from the last name; this isn’t the case in Belgium. If this setting is set to
True, then a separate field for the last name preposition will appear in the contact inspector. This setting is set to
For example, in the Netherlands they regard the ‘de’ in the name “Peter de Vries” as the last name preposition. In Belgium, ‘de Vries’ will be considered the last name. Consequently, names in the Netherlands are commonly sorted by the last name without the last name preposition; in this case sorted by the
V. In Belgium, this person will be found under the letter
Using Initials: This setting determines whether the first name or first names, also known as initials in the Netherlands, are entered separately and displayed with people’s names.
The use of initials is common in the Netherlands. Moreover, it is customary to customize the initials. For example, Adrianus Franciscus Theodorus van der Heijden is better known as ‘A.F.Th. van der Heijden’. This is not the case in Belgium. If this option is set to
true, then a separate field for the initials will appear in the contact inspector. This setting is set to ‘false’ by default. If initials are used, the first letter of the first name will always be entered automatically for the contact. This value can be overridden by the user.
Default Contact Info Type: This is the contact info type that will be chosen by default when adding new contact info to a contact. The default value for this setting is “Email”.
Default Country for New Contacts: This is the default value for the country that will be chosen when creating new contacts. You can also choose an empty value.
Default Language for New Contacts: This is the default value for the language that will be chosen when creating new contacts. Yesplan uses the ISO alpha-2 language codes. You can also choose an empty value.
If changes are made on this screen, you must click on the “Save” button (under the list) to save the changes.