In Oracle Customers Online, contacts are persons who play any of a specific group of contact roles for organizations. You can manage information about contacts separately from information about the persons themselves. See: Introduction to Contacts and Relationships Overview.
Note: For contact relationships between persons, see: Other Relationships.
For organizations, you can view and manage their contacts. An organization that has contacts is called an employer. For persons, you can see the employers that they are contacts for.
View History: View and optionally restore previously removed contacts or employers so that they are again active. You remove the end dates for the corresponding contact relationships.
View by Purpose (organizations only): View the contacts by purpose, and optionally assign a preferred one for the purpose. For example, an organization has many contacts for the billing purpose. The selected contact is the preferred billing contact among all of the organizations's billing contacts.
To manage a contact's purposes, see: Profile.
For hierarchical contact relationships, you can also use the hierarchy to view and manage relationships for existing persons and organizations. See: Hierarchies Overview.
Manage contacts for the selected organization.
Create contacts, or contact relationships with the organization as the subject.
Create the organization itself, if needed. See: Creating Organizations or Persons.
Add a new contact for the organization, using a new or existing person. If you use a new person, you create not only the contact relationship but also the person. See: Creating Contact Relationships.
Remove contacts, assigning the relationship an end date of today. You are only deleting the contact relationship between the organization and the person, not the person record itself.
Manage employers that the selected person is a contact for.
Create employment, or contact relationships with the person as the subject.
New Person: Create a person and enter a new or existing organization name. See: Creating Organizations or Persons.
Existing Person: Find the person and create a new employment with a new or existing organization. If you use a new organization, you create not only the contact relationship but also the organization. See: Creating Contact Relationships.
Remove employers, assigning the relationship an end date of today. You are only deleting the contact relationship between the person and the organization, not the organization record itself.