Company Contacts: Overview of Methods

Using the group of methods crm.company.contact.*, you can manage the relationships between contacts and companies: establishing or removing connections for a contact or a group of contacts.

Quick navigation: all methods

User documentation: Link deals, contacts and companies

Benefits of Connecting Companies and ContactsBenefits of Connecting Companies and Contacts

1. When you select a company in the Client field of deals or SPAs, all related contacts are automatically populated in the field.
2. The company detail form displays information about related contacts: name, phone number, e-mail, position.
3. From the company detail form, you can call or send an e-mail without navigating to the contact detail form.
4. When generating documents from a template, you can use symbolic codes that will automatically insert data from related contacts into the document.

Overview of MethodsOverview of Methods

Scope: crm

Who can execute the methods: depending on the method

Method	Description
crm.company.contact.add	Adds a contact to the specified company
crm.company.contact.delete	Removes a contact from the specified company
crm.company.contact.fields	Returns the description of fields for the company-contact relationship
crm.company.contact.items.delete	Clears the set of contacts associated with the specified company
crm.company.contact.items.get	Returns the set of contacts associated with the specified company
crm.company.contact.items.set	Establishes the set of contacts associated with the specified company