The Contacts module is important when the CRM is configured in the business-to-business (B2B) mode, but it becomes critical when the CRM is configured in business-to-consumer (B2C) mode. In B2C mode, Opportunities and Cases refer to a Contact. In the Professional and Enterprise editions, Quotes, Orders, Invoices and Credit Cards are all required to reference a Contact in B2C mode.
The only required field for a Contact is the Last Name. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area ad remove them from the layout. Simplifying the CRM is one sure way to increase productivity.
The fields for a Contact are mostly self-explanatory, but one that is different is the Sync Contact field. This field is user-specific in that it allows each user to determine if the contact is synchronized. This one flag is used to determine if a contact is synchronized with Outlook, Exchange Server, Google Apps or iCloud.
On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.
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