Contact

Contact

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

Introduction

concept

Contacts and the Contact card

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

How to manage customer information

reference

Template variables User preference - Associates User preference - FindContact

Privacy and GDPR

concept

Implementation guide

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

concept

Relations overview Relations tab

how-to-guide

Adding items to relation list

Import and bulk operations

how-to-guide

Bulk update contact information Use the Recycle bin to restore contacts

video

How to import customer contacts

UI customization

concept

Screen Designer Web panels Task menu items Custom fields

how-to-guide

SoProtocol - list of contacts from a company

video

How to add user-defined fields

Automation

concept

Overview Triggers

reference

Webhooks - contact events Zapier

how-to-guide

SCIM - sync user

CRMScript

concept

Overview (customer, person, user)

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

concept

Working with contacts in API

how-to-guide

Raw SQL OSQL Row Entity Web services, REST

Database tables

reference

Contact table Person table Associate table Address table Country table Business table UdpersonSmall table UdpersonLarge table