In Customers Online, a contact is a person who is a contact, employee, or member of an organization. Your administrator can add other roles, which a person plays in relation to organizations, to the Party Contacts relationship group to be considered a contact in Customers Online. A person can be a contact for multiple organizations. See: Relationships Overview
Information about a person is separate from the information for each contact role. For example, you can manage addresses for Joe Smith as a person, as well as for Joe Smith as a contact for Vision Corporation, and Joe Smith as a contact for Business World. These features for persons are also available for contacts:
See: Using Attachments.
See: Interactions, Oracle Customer Interaction History Implementation Guide.
To start, you search for the person that you want to manage information for as a contact. See: Searching for Organizations or Persons. After you select the person, you can switch from the person to a contact role, for the above features.
Customers Online allows enterprises that maintain both business-to-business and business-to-consumer customer relationships to switch between viewing a business-to-consumer person customer record and viewing the person in the context of his or her role as a contact of an organization.
To view and manage a contact, the person must be in a contact relationship for at least one organization. For a specific person, you can view the organizations that he or she is a contact for, and create and manage contact relationships from the person's perspective. You can also create and manage contacts for a specific organization, from the organization's perspective. See: Contact Relationships.
Customers Online supports detailed views of contacts, as described above, only for organization contacts. Persons who are contacts for other persons, such as an emergency contact, maintain their own addresses, contact points, and other information, and are not treated the same way as organization contacts.