Third parties
Contacts
A third party, especially a company, often has several people to deal with. Contacts attach those people to the record, with their details and their role.
Updated on August 14, 2026
What contacts are for
Rather than cramming every detail into the main record, you create one contact per person: your supplier's accountant, the buyer at your customer, the director. Each has their own details, which avoids confusion when it is time to write or follow up.
A contact's information
Each contact carries an identity and ways to reach them.
- Title, first and last name — or a display name when the contact is a role rather than a person.
- Job title and department, to place the contact within the third party's organization.
- Email address, format-validated to avoid typos.
- Landline and mobile, in international format.
Special roles
Two markers single out the key contacts.
Primary contact
The third party's reference person. One primary contact per record, highlighted everywhere.
Reminder recipient
The contact who will receive reminders related to the third party, independently of the primary contact.
As many contacts as you need
There is no limit to the number of contacts on a third party. You can add, edit or remove them at any time from the record, without affecting the history of documents already issued.