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

• The contacts of a company are populated automatically when you select it in the Client field of a deal or an SPA.
• The company detail form displays the data of the related contacts: name, phone number, e-mail, position.
• From the company detail form, you can call or send an e-mail without navigating to the contact detail form.
• When generating documents from a template, symbolic codes insert the data of the 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.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
crm.company.contact.delete	Removes a contact from the specified company
crm.company.contact.items.delete	Clears the set of contacts associated with the specified company
crm.company.contact.fields	Returns the description of fields for the company-contact relationship