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
- The contact card displays information about the companies: name, phone number, e-mail, address, company type, and industry.
- You can call or send an e-mail directly from the contact card without navigating to the company card.
- 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:
crmWho can execute the methods: depending on the method
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Method |
Description |
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Adds a company to the specified contact |
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Removes a company from the specified contact |
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Returns the description of fields for the contact-company relationship |
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Returns a set of companies associated with the specified contact |
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Establishes a set of companies associated with the specified contact |
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Clears the set of companies associated with the specified contact |
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