Contact is a person’s who actually works at your customer location. He/she can be direct contact for your regular jobs, invoicing and any other communications. Multiple contacts can be added in each account. Account contains the personal information about each contact person.

  • Create new contact for the specific account by click ‘New Contact’ button in the Contacts.
  • Account Name, Email, Phone Number, Lead Source, Address.
  • You can also manually enter contact person DOB, Assistant, Asst. phone and Reports To.

New Contact Page

Contact Fields:

Field LabelData TypeDescription
Contact OwnerReferenceThe owner of the account associated with this contact.
PhonePhoneTelephone number for the contact. Label is Phone.
NameStringConcatenation of First Name, Middle Name, Last Name, and Suffix. Maximum size is 121 characters
Account NameReferenceName of the account that is the parent of this contact.   We recommend that you only update up to 50 contacts simultaneously when changing the accounts on contacts enabled for a Customer Portal or partner portal. We also recommend that you make this update outside your organization’s business hours
Home PhonePhoneHome telephone number for the contact.
MobilePhoneContact’s mobile phone number
TitleStringTitle of the contact such as CEO or Vice President.
Other PhonePhoneTelephone for alternate address
DepartmentStringThe department of the contact.
FaxPhoneFax number for the contact. Label is Fax.
BirthdateDateThe birthdate of the contact, The year portion of the Birthdate field is ignored in filter criteria, including report filters, list view filters, and SOQL queries.
EmailEmailEmail address for the contact
Reports ToReferenceThis field is not visible if Is Person Account is true.
Assistant NameStringThe name of the assistant.
Lead SourcePick listThe source of the lead.
Asst. PhonePhoneThe telephone number of the assistant.
Mailing AddressAddressThe compound form of the mailing address. Read-only. See Address Compound Fields for details on compound address fields.
Other AddressAddressThe compound form of the other address. Read-only. See Address Compound Fields for details on compound address fields.
DescriptionText areaA description of the contact. Label is Description.