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:
Document layouts
The contact
object can be accessed in document layouts created against the following modules:
Member
From a contact record:
From an organization record:
From a venue record:
Opportunity
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:
Project
To print contacts who are a participant against a project:
To print contacts against a project's related organization:
Purchase order
Where the supplier is a contact:
To print contacts against a purchase order's related organization:
Invoice
To print contacts against an invoice's related organization:
Activity
To print information about contacts that are participants against an activity:
Discussion templates
The contact
object can be accessed in discussion templates created against the following modules:
Member
From a contact record:
From an organization record:
From a venue record:
Opportunity
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:
Project
To print contacts who are a participant against a project:
To print contacts against a project's related organization:
Purchase order
Where the supplier is a contact:
To print contacts against a purchase order's related organization:
Invoice
To print contacts against an invoice's related organization:
activities
activities
Returns activity objects for the activities relating to a contact.
Input
Output
address
address
Returns a contact's primary address.
Input
Output
address_detail
address_detail
Returns address objects for a contact's primary address.
Input
Output
attachments
attachments
Returns attachment objects for attachments stored against a contact.
Input
Output
department
department
Returns a contact's department.
Input
Output
description
description
Returns a contact's description.
Input
Output
email
email
Returns the first work email address stored against a contact.
Input
Output
emails
emails
Returns email objects for email addresses stored against a contact.
Input
Output
icon_url
icon_url
Returns a URL pointing at the contact's picture. The full size image is returned.
Input
Output
image_attachments
image_attachments
Returns attachment objects for attachments stored against a contact. Only returns those that have a file type of image.
Input
Output
id
id
Returns a contact's ID.
The ID is an internal reference for a record. It's not exposed in our web interface.
Input
Output
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
Output
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
Output
live_purchase_orders
live_purchase_orders
Returns purchase order objects for purchase orders against a contact. Only live purchase orders are returned.
Input
Output
location_type
location_type
Returns a contact's location type ID.
Type
Location type
0
Internal
1
External
Input
Output
location_type_name
location_type_name
Returns a contact's location type name.
Internal
External
Input
Output
mobile
mobile
Returns a contact's cell phone number. The first telephone number with the type “cell” or “mobile” is returned.
Input
Output
name
name
Returns a contact's name.
Input
Output
organisations
organisations
Returns organization objects for linked organizations against a contact.
Input
Output
phones
phones
Returns telephone objects for telephone numbers stored against a contact.
Input
Output
purchase_tax_class_name
purchase_tax_class_name
Returns the purchase tax class name against a contact.
Input
Output
telephone
telephone
Returns a contact's telephone. The first telephone number with the type “work” is returned.
Input
Output
title
title
Returns a contact's title.
Input
Output
venue
venue
Returns venue objects for linked venues against a contact.
Input
Output
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