index.yml

### YamlMime:Category

title: Contact
summary: Welcome to the contact area where you can find relevant links to all things related to company contacts.
brand: devdocs

metadata:
  title: Contact
  description: "Learn about and work with persons, customers, and employees: a contact in the UI; a person in the database."
  so.product: superoffice
  so.topic: hub-page
  so.collection: collection
  author: Bergfrid Dias
  so.author: digitaldiina
  so.date: 02.02.2022

# highlightedContent section (optional)
# Maximum of 8 items
highlightedContent:
# typeDesc: architecture | concept | deploy       | download      | get-started        | how-to-guide | learn  | overview | quickstart | reference     | tutorial | video              | whats-new
# itemType: architecture | explore | cloud_upload | file_download | power_settings_new | list         | school | map      | place      | library_books | dvr      | video_library      | new_releases
  items:
    # Card
    - title: User guide
      itemType: library_books
      typeDesc: reference
      url: learn/index.md
    # Card
    - title: Template variables
      itemType: library_books
      typeDesc: reference
      url: ../document/templates/variables/for-selected-contact.md
    # Card
    - title: Address formats
      itemType: library_books
      typeDesc: reference
      url: ../company/learn/address-formats.md
    # Card
    - title: Person database table
      itemType: library_books
      typeDesc: reference
      url: ../database/tables/person.md

# conceptualContent section (optional)
conceptualContent:
# typeDesc: architecture | concept | deploy       | download      | get-started        | how-to-guide | learn  | overview | quickstart | reference     | tutorial | video              | whats-new
# itemType: architecture | explore | cloud_upload | file_download | power_settings_new | list         | school | map      | place      | library_books | dvr      | video_library      | new_releases
  title: "" # < 60 chars (optional)
  summary: ""
  items:
  # Card
    - title: Learn the essentials
      summary: ""
      links:
      - text: How to add a contact
        itemType: school
        typeDesc: learn
        url: learn/create.md
      - text: How to search for contacts
        itemType: school
        typeDesc: learn
        url: ../search-options/learn/find-screen.md

    # Card
    - title: Videos
      summary: ""
      links:
      - text: How to import customer contacts
        itemType: video_library
        typeDesc: video
        url: https://www.youtube.com/watch?v=dVkCfpOkNl8
      - text: How to manage customer information
        itemType: video_library
        typeDesc: video
        url: https://www.youtube.com/watch?v=10VQCTgxODc
      - text: How to group information
        itemType: video_library
        typeDesc: video
        url: https://www.youtube.com/watch?v=a3AC64pheok
      - text: How to filter information
        itemType: video_library
        typeDesc: video
        url: https://www.youtube.com/watch?v=HYYI4ZCl4S4

    # Card
    - title: Configuration options
      summary: ""
      links:
        - text: User preference - Associates
          itemType: library_books
          typeDesc: reference
          url: ../admin/user-preferences/reference/associates.md
        - text: User preference - FindContact
          itemType: library_books
          typeDesc: reference
          url: ../admin/user-preferences/reference/find-contact.md
        - text: Lists - General Country
          itemType: list
          typeDesc: how-to-guide
          url: ../admin/lists/learn/add-items-to-country-list.md

    # Card
    - title: UI options
      summary: ""
      links:
      - text: Web panels
        itemType: map
        typeDesc: overview
        url: ../ui/web-panels/index.md
      - text: SoProtocol - list of contacts from a company
        itemType: list
        typeDesc: how-to-guide
        url: ../ui/soprotocol/show-persons-for-contact.md

    # Card
    - title: Data options
      summary: ""
      links:
      - text: Custom objects
        itemType: map
        typeDesc: overview
        url: ../custom-objects/overview.md
      - text: How to add user-defined fields
        itemType: video_library
        typeDesc: video
        url: https://www.youtube.com/watch?v=SpeZVxpxeMM
      - text: UdpersonSmall table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/udpersonsmall.md
      - text: UdpersonLarge table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/udpersonlarge.md

    # Card
    - title: Actions options
      summary: ""
      links:
      - text: Overview
        itemType: map
        typeDesc: overview
        url: ../automation/index.yml
      - text: Triggers
        itemType: explore
        typeDesc: concept
        url: ../automation/trigger/index.md
      - text: Webhooks
        itemType: library_books
        typeDesc: reference
        url: ../automation/webhook/reference/contact-events.md
      - text: Zapier
        itemType: library_books
        typeDesc: reference
        url: ../automation/zapier/index.md
      - text: SCIM - sync user
        itemType: list
        typeDesc: how-to-guide
        url: ../identity-management/scim/provisioning/sync-user.md

    # Card
    - title: API options
      summary: "Examples of how to work with persons, customers, and employees in CRMScript and NetServer."
      links:
      - text: CRMScript
        itemType: list
        typeDesc: how-to-guide
        url: ../automation/crmscript/howto/contact/index.md
      - text: Raw SQL
        itemType: list
        typeDesc: how-to-guide
        url: ../api/sql/howto/contact/index.md
      - text: OSQL
        itemType: list
        typeDesc: how-to-guide
        url: ../api/osql/howto/contact/index.md
      - text: Row
        itemType: list
        typeDesc: how-to-guide
        url: ../api/rows/howto/contact/index.md
      - text: Entity
        itemType: list
        typeDesc: how-to-guide
        url: ../api/entities/howto/contact/index.md
      - text: Web services, REST
        itemType: list
        typeDesc: how-to-guide
        url: ../api/web-services/howto/contact/index.md

    # Card
    - title: Database options
      summary: ""
      links:
      - text: Contact table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/contact.md
      - text: Person table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/person.md
      - text: Associate table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/associate.md
      - text: Address table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/address.md
      - text: Country table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/country.md
      - text: Business table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/business.md
      - text: UdpersonSmall table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/udpersonsmall.md
      - text: UdpersonLarge table
        itemType: library_books
        typeDesc: reference
        url: ../database/tables/udpersonlarge.md