Contact
The contact object contains information about a contact record.
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The contact object contains information about a contact record.
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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.
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:
The contact
object can be accessed in document layouts created against the following modules:
From a contact record:
From an organization record:
From a venue record:
To print contacts who are a participant against an opportunity:
To print contacts against an opportunity's related organization:
To print contacts who are are bookable resources for service items:
To print contacts who are a participant against a project:
To print contacts against a project's related organization:
Where the supplier is a contact:
To print contacts against a purchase order's related organization:
To print contacts against an invoice's related organization:
To print information about contacts that are participants against an activity:
The contact
object can be accessed in discussion templates created against the following modules:
From a contact record:
From an organization record:
From a venue record:
To print contacts who are a participant against an opportunity:
To print contacts against an opportunity's related organization:
To print contacts who are are bookable resources for service items:
To print contacts who are a participant against a project:
To print contacts against a project's related organization:
Where the supplier is a contact:
To print contacts against a purchase order's related organization:
To print contacts against an invoice's related organization:
activities
address
Returns a contact's primary address.
address_detail
Returns address objects for a contact's primary address.
attachments
Returns attachment objects for attachments stored against a contact.
department
Returns a contact's department.
description
Returns a contact's description.
email
Returns the first work email address stored against a contact.
emails
Returns email objects for email addresses stored against a contact.
icon_url
Returns a URL pointing at the contact's picture. The full size image is returned.
image_attachments
Returns attachment objects for attachments stored against a contact. Only returns those that have a file type of image.
id
Returns a contact's 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
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
live_purchase_orders
Returns purchase order objects for purchase orders against a contact. Only live purchase orders are returned.
location_type
Returns a contact's location type ID.
Type
Location type
0
Internal
1
External
location_type_name
Returns a contact's location type name.
Internal
External
mobile
Returns a contact's cell phone number. The first telephone number with the type “cell” or “mobile” is returned.
name
Returns a contact's name.
organisations
Returns organization objects for linked organizations against a contact.
phones
Returns telephone objects for telephone numbers stored against a contact.
purchase_tax_class_name
Returns the purchase tax class name against a contact.
telephone
Returns a contact's telephone. The first telephone number with the type “work” is returned.
title
Returns a contact's title.
venue
Returns venue objects for linked venues against a contact.
Returns for the activities relating to a contact.