What are contacts?
Contacts are Person records you associate with an Organization, Company, or Supplier record. These could be the people within organizations that you are dealing with.
BlueCamroo contacts need to be associated with an organization that has been entered into the system. An organization can be a customer or supplier record as well.
Can I have more than one contact for an organization, customer, or supplier?
Yes, BlueCamroo allows you to have as many contacts per organization record.
What is a primary contact?
A primary contact in BlueCamroo is the individual who will most likely be the first point of contact when dealing with the account.
How can I set up personal contacts?
In BlueCamroo a contact is a person record associated with an organization record (or customer or supplier records). You can, however, create a Person record and then click the Customer Role tab in the Person record details page. You can set the Customer Role drop-down box to Personal.