Contact — entity reference

A contact is one person you deal with, usually at an account: a buyer, owner, accounts clerk or consumer. Leads, opportunities, orders, invoices, cases and calls point to a contact. The Account field is what places a contact in the account's contacts list and in the contact pickers on documents, which offer only contacts of the document's account. Contacts are created by hand, by lead conversion, by portal sign-up, or as an account's primary contact when a customer account is saved with Create Account Contact on. A primary contact created on the account's first save has an empty Account field, so it is not listed under the account until that field is filled. Name is required and is the typed display name; the CON numbering setting is inactive by default. No duplicate check or merge exists for contacts, and deleting one hides it without clearing references.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account		The account the person works for. Puts the contact in the account's contacts list and in contact pickers on leads, opportunities, orders, invoices and cases. Empty on a primary contact created when its account was first saved; fill it so documents can offer the contact.
`AssistantName`	Assistant	Text
`AssistantPhone`	Assistant Phone	Text		The assistant's number. Not on the standard layouts and not used for call matching.
`Birthdate`	Birthdate	Date
`ContactCode`	Contact Code	Text		Your own short reference for the person. Not checked for duplicates and not used by the system.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`CreationSource`	Creation Source	PickList		Meant to record how the contact was created; the only value is Auto Create. Never filled automatically, so it does not identify automatically created contacts. Values: Auto Create.
`Department`	Department	Text
`Description`	Description	Text
`DoNotCall`	Do Not Call	Boolean		Records that the person does not want to be called. Stored only: dialling and call lists do not check it.
`Email`	Email	Text		Email address. Used to match incoming email to the person. On a primary contact it is overwritten by the account's email on each account save while Create Account Contact is on.
`EmailOptOut`	Email Opt Out	Boolean		Records that the person has opted out of email. Stored only: email sending and campaigns do not check it.
`ExternalId`	External	Text		The person's identifier in another system, for integrations and imports. Not on the standard layouts.
`Fax`	Fax	Text		Fax number, entered as digits.
`FaxOptOut`	Fax Opt Out	Boolean		Records that the person has opted out of fax. Stored only.
`FirstName`	First Name	Text		Given name. On the record page, not the standard create form. Filled automatically by lead conversion and portal sign-up; does not change Name.
`FirstNameLocal`	First Name (Local)	Text		Given name in a local script. Stored only.
`GenderIdentity`	Gender entity	PickList		Values: Female.
`HomePhone`	Home Phone	Text		Home number. Not on the standard layouts. Used to match calls to the person.
`Id`	Id	Guid	Yes
`IndividualId`	Indivual	Lookup → Individual		Link to an Individual record for consent details. Not read by the system.
`IsDefault`	Is Default	Boolean		Marks the contact that new orders and invoices take for the account on first save. When no contact of the account is marked, one of them is taken anyway. Not on the standard layouts and never set automatically.
`LastName`	Last Name	Text		Family name. On the record page, not the standard create form. Filled automatically by lead conversion and portal sign-up; does not change Name.
`LastNameLocal`	Last Name Local	Text		Family name in a local script. Stored only.
`LastStayInTouchRequestDate`	Last Stay-in-Touch Request Date	DateAndTime		Not written or read by the system; stays empty.
`LastStayInTouchSaveDate`	Last Stay-in-Touch Save Date	Date		Not written or read by the system; stays empty.
`LeadSource`	Lead Source	PickList		Where the person came from. Descriptive only. Values: Phone, Inquiry.
`MailingAddress`	Mailing Address	Text		A free-text postal address. Not used on documents, which take addresses from the account's contact addresses.
`MobilePhone`	Mobile Phone	Text		Mobile number. Filled from the lead's phone number on lead conversion. Used to match calls to the person. On the record page only in the standard layouts.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text		The person's name as shown in lists, pickers and documents. Required. Typed by the user, not built from First Name and Last Name. A primary contact takes the account's name and is overwritten from it on each account save while Create Account Contact is on.
`OtherAddress`	Other Address	Text		A free-text secondary address, on the standard create form. Not used on documents, which take addresses from the account's contact addresses.
`OtherPhone`	Other Phone	Text		Another number. Not on the standard layouts. Used to match calls to the person.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`Phone`	Phone	Text		Direct line, entered as digits. Copied to orders and invoices as the contact number when they take the account's default contact. Used to match calls to the person.
`Pronouns`	Pronouns	PickList		Values: She/Her, They/Them, He/They, Not Listed.
`RecordTypeId`	Record Type	Guid, hidden
`ReportsToContactId`	Reports To	Lookup → Contact		The contact's manager, another contact. Descriptive only: nothing routes, approves or restricts by it.
`Salutation`	Salutation	PickList		How to address the person: Dr., Mr, Ms. or Prof. in the standard forms. Values: Ms., Dr., Prof., Mx..
`Title`	Title	Text
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	Edit
`EditInList`	Edit	EditInline	Edit In List Views
`EditListRow`	Edit	Edit	EditListRow
`New`	New	New	New

Contact — looks up via ReportsToContactId
UserAccount — looks up via CreatedById
UserAccount — looks up via OwnerId
Account — looks up via AccountId
UserAccount — looks up via ModifiedById
Contract — referenced by via CustomerSignedById
Lead — referenced by via ContactId
Asset — referenced by via ContactId
Opportunity — referenced by via ContactId
IncentiveResource — referenced by via ContactId
Contact — referenced by via ReportsToContactId
Order — referenced by via ContactId
Account — referenced by via AccountContactId
Invoice — referenced by via ContactId
Case — referenced by via ContactId
ContactAddress — referenced by via ContactId

Contact — entity reference

Fields

Actions

Related entities

Related topics