Field reference
Contact
How to use Contact in Customers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Contact from Sales & Marketing → Customers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
First Namefirst_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Middle Namemiddle_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Last Namelast_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Email Addressemail_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
User Iduser | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Addressaddress | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Sync with Google Contactssync_with_google_contacts | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Salutationsalutation | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Salutation |
Designationdesignation | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Gendergender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Gender |
Phonephone | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mobile Nomobile_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Company Namecompany_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Google Contactsgoogle_contacts | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Google Contacts |
Google Contacts Idgoogle_contacts_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Pulled from Google Contactspulled_from_google_contacts | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Email IDsemail_ids | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Contact Email |
Contact Numbersphone_nos | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Contact Phone |
Linkslinks | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dynamic Link |
Is Primary Contactis_primary_contact | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Billing Contactis_billing_contact | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Departmentdepartment | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Unsubscribedunsubscribed | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Child tables
Email IDs — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Email IDemail_id | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Primaryis_primary | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Contact Numbers — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Numberphone | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Primary Phoneis_primary_phone | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Primary Mobileis_primary_mobile_no | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Links — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Link Document Typelink_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Link Namelink_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Link Titlelink_title | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.