Contacts
Customer-linked contacts and every contact field.
Customer
The customer/company record that owns the contact.
Status
- Active — current contact.
- Inactive — retained contact no longer used as an active contact.
First name and Last name
Contact person's name.
Contact email address.
Phone
Contact telephone number.
Job title
Role or position at the customer organization.
Notes
Internal Staff notes about the contact.
Primary contact
The module supports identifying the primary customer contact in the contact record workflow.
Last updated August 23, 2026