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
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
address
address
Returns a contact's primary address.
Input
{{ member.address }}
Output
882 Broderick Flats Lake Erlingchester MA 67553-4548
address_detail
address_detail
Returns address objects for a contact's primary address.
Input
{{ member.address_detail.state }}
Output
MA
attachments
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
department
department
Returns a contact's department.
Input
{{ member.department }}
Output
Procurement
description
description
Returns a contact's description.
Input
{{ member.description }}
Output
I mean it's one banana Michael. What could it cost, $10?
email
email
Returns the first work email address stored against a contact.
Input
{{ member.email }}
Output
gob@bluthcompany.com
emails
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
icon_url
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
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
id
id
Returns a contact's ID.
Input
{{ member.id }}
Output
10
lawful_basis_type_id
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
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
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
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
location_type_name
Returns a contact's location type name.
Internal
External
Input
{{ member.location_type_name }}
Output
Internal
mobile
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
name
Returns a contact's name.
Input
{{ member.name }}
Output
George Michael Bluth
organisations
organisations
Returns organization objects for linked organizations against a contact.
Input
{% for organization in member.organisations %}
{{ organization.name }}
{% endfor %}
Output
Bluth Company, Inc.
phones
phones
Returns telephone objects for telephone numbers stored against a contact.
Input
{% for telephone in member.phones %}
{{ telephone.number }}
{% endfor %}
Output
(636) 555 0113
purchase_tax_class_name
purchase_tax_class_name
Returns the purchase tax class name against a contact.
Input
{{ member.purchase_tax_class_name }}
Output
Default
telephone
telephone
Returns a contact's telephone. The first telephone number with the type “work” is returned.
Input
{{ member.telephone }}
Output
(636) 555 0113
title
title
Returns a contact's title.
Input
{{ member.title }}
Output
Head of Sales
venue
venue
Returns venue objects for linked venues against a contact.
Input
{% for venue in member.organisations %}
{{ venue.name }}
{% endfor %}
Output
Peter Miller Manor
Last updated
Was this helpful?