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You can create a new contact from any of the Insight contacts imported into your Salesforce account. Note that imported contacts are always associated with a Insight company but the related company may not necessarily be associated with an Insight project. 

The information displayed on the Salesforce contact details page is imported from the Insight contact listing. When creating a Salesforce contact, this same information is displayed on the New Contact page for review and editing.  

Note: Not all fields from the Insight contact listing may be present in your Salesforce version of the contact. Additionally, there may be fields in the listing that are specific to your company. For more information, contact your system administrator. 

This section contains the following topics: 

  • Creating a new contact
    • Editing contact information   Anchorsf create contact new heresf create contact new here

    Table of Contents

    Creating a new contact

    To create a new contact, 

    1

    With the contact listing displayed in Salesforce, click Create Contact.

    Result: The New Contact window is displayed showing the contact information imported into the listing.

    2

    You can review the information and edit certain fields. Additionally, there may be fields that are specific to your company that require input. To continue, see Editing contact information in the next section.

    Anchor
    sf edit contact info here
    sf edit contact info here

    Editing contact information

    The New Contact window lets you review the contact information and modify certain sections of the listing. Make sure to click Save after you are finished changing any information. 

    Notes:

    • Fields marked in red red are required. 
    • Any information specific to your company is not described in this section.  
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    Allowing automatic contact information updates

    You can select to have automatic updates to the contact listing imported directly from ConstructConnect. 

    To allow automatic updates, 

    • select Yes for the Allow Automatic Future Updates to this Contact by ConstructConnect? option. Note that the default value is No. 

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    Viewing and editing the contact name and company URL

  • The FirstName and LastName values of the contact name can be edited. Note that the Last Name value is required. 
    • The Account value is the URL of the company associated with the contact. 

    Understanding contact information

    The available information for the contact varies depending on the version of Salesforce you are using and the permissions for your account. The following table describes the required fields for contact information.

    FieldDescription

    Last Name

    		The last name for the contact.
    Name
    Insight Company IDThe ConstructConnect ID of the company associated with the contact.
    Contact IDThe ConstructConnect ID of the contact.