Multi-Account Contact Fields
Here is a description of the fields on the Multi-Account Contact object.
Key: * – Mandatory field; R – Read-only
Field | Description | |
---|---|---|
Company | R | The Accounting company that relates to the multiple companies account config selected in the Multiple Companies Account Config field. This field is automatically populated when you select a contact. |
Contact | * | A lookup to the contact that relates to this multi-account contact. |
R | The email that relates to the contact selected in the Contact field. This field is automatically populated when you select a contact. | |
Multiple Companies Account Config | * | A lookup to the multiple companies account config that relates to this contact. |
Phone | R | The phone number that relates to the contact selected in the Contact field. This field is automatically populated when you select a contact. |
Primary Contact | If you select this box, this is the contact used in processes when a single contact is required, for example, when sending statements in Collections Plus. | |
Title | R | The title that relates to the contact selected in the Contact field. This field is automatically populated when you select a contact. |