Contact Overview

A contact is a person that may have phone and email information. Contacts can be linked to Customer Accounts, Projects, Installers, Suppliers, Vendors, etc.

Details

These are the high-level details for the Contact.

Log/Notes

These are notes related to the Contact. All changes to the Contact are documented here.

Referrals Given

This lists all of the Projects the Contact is listed as the Project Referral. A more detailed analysis can be done within the Referrals Report.

Used In

This lists all of the entities (Customer Accounts, Projects, Installers, etc) the Contact is related to.

Utilities

This is where a Contact is merged or deleted.

To merge one Contact into another, mark the Merge Designation as either to KEEP - Good Contact, or DELETE - Remove contact. Then visit Settings, Api Data Integrations, then Data Merge to complete the process.

A Contact can only be deleted if it is not being used (See Used In).