Contact-Company Relationship: Overview of Methods

Using the group of methods crm.contact.company.*, you can establish or remove the relationship between a contact and a company or a group of companies.

Quick navigation: all methods

User documentation: Relationship between deals, contacts, and companies

Benefits of the Relationship Between Contacts and Companies

  1. The contact card displays information about the companies: name, phone number, e-mail, address, company type, and industry.
  2. You can call or send an e-mail directly from the contact card without navigating to the company card.
  3. When generating documents from a template, you can use symbolic codes that will automatically insert data from related companies into the document.

Overview of Methods

Scope: crm

Who can execute the methods: depending on the method

Method

Description

crm.contact.company.add

Adds a company to the specified contact

crm.contact.company.delete

Removes a company from the specified contact

crm.contact.company.fields

Returns the description of fields for the contact-company relationship

crm.contact.company.items.get

Returns a set of companies associated with the specified contact

crm.contact.company.items.set

Establishes a set of companies associated with the specified contact

crm.contact.company.items.delete

Clears the set of companies associated with the specified contact