Documentation Index

Fetch the complete documentation index at: /llms.txt

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Contact

Welcome to the contact area where you can find relevant links to all things related to company contacts.

Introduction

Concept

• Contacts and the Contact card

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How-to guide

• Create new contact
• Edit contact info
• Move a contact
• Merge contacts
• Delete a contact
• Send email to a contact
• Dial contact

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Video

• How to manage customer information

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Reference

• Template variables
• User preference - Associates
• User preference - FindContact

Privacy and GDPR

Concept

• Implementation guide

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How-to guide

• Edit privacy settings for a contact
• Send privacy confirmation email
• Generate personal data report
• Delete records permanently
• Add consent purpose
• Add legal base
• Add privacy source
• Edit privacy confirmation email

Relations

Concept

• Relations overview
• Relations tab

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How-to guide

• Adding items to relation list

Import and bulk operations

How-to guide

• Bulk update contact information
• Use the Recycle bin to restore contacts

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Video

• How to import customer contacts

UI customization

Concept

• Screen Designer
• Web panels
• Task menu items
• Custom fields

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How-to guide

• SoProtocol - list of contacts from a company

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Video

• How to add user-defined fields

Automation

Concept

• Overview
• Triggers

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Reference

• Webhooks - contact events
• Zapier

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How-to guide

• SCIM - sync user

CRMScript

Concept

• Overview (customer, person, user)

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How-to guide

• Create and update customers
• Get customer info
• Look up customers
• Get interests
• Create user
• Get user
• Set/clear interest on contact

API

Concept

• Working with contacts in API

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How-to guide

• Entity
• Web services, REST

Database tables

Reference

• Contact table
• Person table
• Associate table
• Address table
• Country table
• Business table
• UdpersonSmall table
• UdpersonLarge table