Contact

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Contact

Welcome to the contact area where you can find relevant links to all things related to company contacts.

Introduction

explore concept
- Contacts and the Contact card
list how-to-guide
- Create new contact
- Edit contact info
- Move a contact
- Merge contacts
- Delete a contact
- Send email to a contact
- Dial contact
video_library video
- How to manage customer information
library_books reference
- Template variables
- User preference - Associates
- User preference - FindContact

Privacy and GDPR

explore concept
- Implementation guide
list how-to-guide
- Edit privacy settings for a contact
- Send privacy confirmation email
- Generate personal data report
- Delete records permanently
- Add consent purpose
- Add legal base
- Add privacy source
- Edit privacy confirmation email

Relations

explore concept
- Relations overview
- Relations tab
list how-to-guide
- Adding items to relation list

Import and bulk operations

list how-to-guide
- Bulk update contact information
- Use the Recycle bin to restore contacts
video_library video
- How to import customer contacts

UI customization

explore concept
- Screen Designer
- Web panels
- Task menu items
- Custom fields
list how-to-guide
- SoProtocol - list of contacts from a company
video_library video
- How to add user-defined fields

Automation

explore concept
- Overview
- Triggers
library_books reference
- Webhooks - contact events
- Zapier
list how-to-guide
- SCIM - sync user

CRMScript

explore concept
- Overview (customer, person, user)
list how-to-guide
- Create and update customers
- Get customer info
- Look up customers
- Get interests
- Create user
- Get user
- Set/clear interest on contact

API

explore concept
- Working with contacts in API
list how-to-guide
- Raw SQL
- OSQL
- Row
- Entity
- Web services, REST

Database tables

library_books reference
- Contact table
- Person table
- Associate table
- Address table
- Country table
- Business table
- UdpersonSmall table
- UdpersonLarge table