Contact

The contact object contains information about a contact record.

Contacts in Current RMS are generally used for storing information about people who work at an organization or venue.

They're also commonly bookable resources for freelancers or staff members.

You may raise purchase orders with contacts whose location type is "External". You can't raise invoices against contacts.

Members

Contacts, organizations, vehicles, venues, and users are all known as members in the database. Members have some shared attributes, along with attributes that are specific to that particular member type.

When you're checking a list of members, you can use the type object to determine what type of member you're working with.

For example, the participants object against an opportunity returns participant objects for any members who are participants on the opportunity. To print only contacts:

<ul>
  {% for participant in order.participants %}
    {% if participant.type == "Contact" %}
      <li>{{ participant.name }}</li>
    {% endif %}
  {% endfor %}
</ul>

Document layouts

The contact object can be accessed in document layouts created against the following modules:

Member

From a contact record:

{{ member.name }}

From an organization record:

{% for contact in member.contacts %}
  {{ contact.name }}
{% endfor %}

From a venue record:

{% for contact in member.contacts %}
  {{ contact.name }}
{% endfor %}

Opportunity

To print contacts who are a participant against an opportunity: 

{% for participant in order.participants %}
  {% if participant.type == "Contact" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

To print contacts against an opportunity's related organization: 

{% for contact in customer.contacts %}
  {{ contact.name }}
{% endfor %}

To print contacts who are are bookable resources for service items:

{% for item in order.services %}
  {% if item.is_item? %}
    {% for asset in item.assets %}
      {% if asset.is_resource_stock? %}
        {% if asset.resource.type == "Contact" %}
          {{ asset.resource.name }}
        {% endif %}
      {% endif %}
    {% endfor %}
  {% endif %}
{% endfor %}

Project

To print contacts who are a participant against a project: 

{% for participant in project.participants %}
  {% if participant.type == "Contact" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

To print contacts against a project's related organization: 

{% for contact in customer.contacts %}
  {{ contact.name }}
{% endfor %}

Purchase order

Where the supplier is a contact:

{{ supplier.name }}

To print contacts against a purchase order's related organization: 

{% for contact in supplier.contacts %}
  {{ contact.name }}
{% endfor %}

Invoice

To print contacts against an invoice's related organization: 

{% for contact in customer.contacts %}
  {{ contact.name }}
{% endfor %}

Activity

To print information about contacts that are participants against an activity:

{% for participant in activity.participants %}
  {% if participant.type == "Contact" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

Discussion templates

The contact object can be accessed in discussion templates created against the following modules:

Member

From a contact record:

{{ contact.name }}

From an organization record:

{% for contact in organisation.contacts %}
  {{ contact.name }}
{% endfor %}

From a venue record:

{% for contact in venue.contacts %}
  {{ contact.name }}
{% endfor %}

Opportunity

To print contacts who are a participant against an opportunity: 

{% for participant in opportunity.participants %}
  {% if participant.type == "Contact" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

To print contacts against an opportunity's related organization: 

{% for contact in customer.contacts %}
  {{ contact.name }}
{% endfor %}

To print contacts who are are bookable resources for service items:

{% for item in opportunity.services %}
  {% if item.is_item? %}
    {% for asset in item.assets %}
      {% if asset.is_resource_stock? %}
        {% if asset.resource.type == "Contact" %}
          {{ asset.resource.name }}
        {% endif %}
      {% endif %}
    {% endfor %}
  {% endif %}
{% endfor %}

Project

To print contacts who are a participant against a project: 

{% for participant in project.participants %}
  {% if participant.type == "Contact" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

To print contacts against a project's related organization: 

{% for contact in customer.contacts %}
  {{ contact.name }}
{% endfor %}

Purchase order

Where the supplier is a contact:

{{ supplier.name }}

To print contacts against a purchase order's related organization: 

{% for contact in supplier.contacts %}
  {{ contact.name }}
{% endfor %}

Invoice

To print contacts against an invoice's related organization: 

{% for contact in customer.contacts %}
  {{ contact.name }}
{% endfor %}

activities

Returns activity objects for the activities relating to a contact.

Input 

{% for activity in member.activities %}
  {{ activity.subject }}
{% endif %}

Output 

Call to follow up
Activity

address

Returns a contact's primary address.

Input

{{ member.address }}

Output

882 Broderick Flats Lake Erlingchester MA 67553-4548

address_detail

Returns address objects for a contact's primary address.

Input

{{ member.address_detail.state }}

Output

MA
Address detail

attachments

Returns attachment objects for attachments stored against a contact.

Input

{% for attachment in member.attachments %}
  {{ attachment.attachment_url }}
{% endfor %}

Output

https://s3.amazonaws.com/current-rms/f7b92d60-1421-0132-8004-0401207f6801/attachments/473/original/Ann_Veal.jpg
Attachments

department

Returns a contact's department.

Input

{{ member.department }}

Output

Procurement

description

Returns a contact's description.

Input

{{ member.description }}

Output

I mean it's one banana Michael. What could it cost, $10?

email

Returns the first work email address stored against a contact.

Input

{{ member.email }}

Output

gob@bluthcompany.com

emails

Returns email objects for email addresses stored against a contact.

Input

{% for email in member.emails %}
  {{ email.address }}
{% endfor %}

Output

help@current-rms.com
Emails

icon_url

Returns a URL pointing at the contact's picture. The full size image is returned.

Input

{{ member.icon_url }}

Output

https://s3.amazonaws.com/cobra-4934606a-294f-4fc2-bca1-2fd55ba5019c/icons/449/original/abigail.jpeg

image_attachments

Returns attachment objects for attachments stored against a contact. Only returns those that have a file type of image.

Input

{% for attachment in member.attachments %}
  {{ attachment.attachment_url }}
{% endfor %}

Output

https://s3.amazonaws.com/current-rms/f7b92d60-1421-0132-8004-0401207f6801/attachments/473/original/Ann_Veal.jpg
Attachments

id

Returns a contact's ID.

The ID is an internal reference for a record. It's not exposed in our web interface.

Input

{{ member.id }}

Output

10

lawful_basis_type_id

Returns the legal basis type ID for a contact.

Type

Legal basis type

11001

Legitimate interest - prospect

11002

Legitimate interest - existing customer

11003

Performance of a contract

11004

Freely given consent

11005

Employee

11006

Unknown

Input

{{ member.lawful_basis_type_id }}

Output

11005

lawful_basis_type_name

Returns a contact's legal basis type name.

You may add legal basis types in System Setup > List of Values.

  • Legitimate interest - prospect

  • Legitimate interest - existing customer

  • Performance of a contract

  • Freely given consent

  • Employee

  • Unknown

Input

{{ member.lawful_basis_type_name }}

Output

Employee

live_purchase_orders

Returns purchase order objects for purchase orders against a contact. Only live purchase orders are returned.

Input

<ul>
  {% for purchase_order in member.live_purchase_orders %}
    <li>{{ purchase_order.name }}</li>
  {% endfor %}
</ul>

Output

• Sub-contract service

location_type

Returns a contact's location type ID.

Type

Location type

0

Internal

1

External

Input

{{ member.location_type }}

Output

0

location_type_name

Returns a contact's location type name.

  • Internal

  • External

Input

{{ member.location_type_name }}

Output

Internal

mobile

Returns a contact's cell phone number. The first telephone number with the type “cell” or “mobile” is returned.

Input

{{ member.mobile }}

Output

(756) 555 1939

name

Returns a contact's name.

Input

{{ member.name }}

Output

George Michael Bluth

organisations

Returns organization objects for linked organizations against a contact.

Input

{% for organization in member.organisations %}
  {{ organization.name }}
{% endfor %}

Output

Bluth Company, Inc.
Organization

phones

Returns telephone objects for telephone numbers stored against a contact.

Input

{% for telephone in member.phones %}
  {{ telephone.number }}
{% endfor %}

Output

(636) 555 0113
Phones

purchase_tax_class_name

Returns the purchase tax class name against a contact.

Input

{{ member.purchase_tax_class_name }}

Output

Default

telephone

Returns a contact's telephone. The first telephone number with the type “work” is returned.

Input

{{ member.telephone }}

Output

(636) 555 0113

title

Returns a contact's title.

Input

{{ member.title }}

Output

Head of Sales

venue

Returns venue objects for linked venues against a contact.

Input

{% for venue in member.organisations %}
  {{ venue.name }}
{% endfor %}

Output

Peter Miller Manor
Venue
PreviousConsolidated opportunitiesNextOrganization

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