Contact Role Setup
Last Modified on 05/20/2026 10:52 am PDT
Pathway: Setup > Account > Contact Role
Contact Role Setup allows users to create different contact roles providing the ability to filter contacts by certain role types.
Field Descriptions
| Fields |
Descriptions |
ID
|
A unique ID assigned to the Contact Role.
|
Name
Required |
The name of the Contact Role to be used as a way to categorized contacts.
|
Add/Edit a Contact Role
To add or edit a Contact Role, use the following steps. Once created, it will be available to assign to a contact.
To Add
- Click the green + icon to open the Create Contact Role tool.
- Enter a unique, longer Name for the Term.
- Click Save when finished.
To Edit
Click the Name field on the Contact Role Setup screen to modify it. Changes save automatically.
Application of Contact Role
Contact Roles are visible in Contacts. The Database Query Tool can be used to pull contacts based on the assigned Contact Role(s).
Each contact may be assigned up to 2 roles.
Pathway: Account > View Contacts > Contact row [double click]
Permission
The following permissions are required to view, add and edit contact roles.
| Permission ID |
Permission Name |
| 22 |
Setup \ Account |
Database Query Mapping
Use the Database Query Tool to find all contacts assigned to a specific contact role
Database > Database Query
Use the Entities and Display Fields below to query contacts based on a role.
| Entity | Display Field | To Find (examples) |
Contact Information new | Contact Role 1 Name
Contact Role 2 Name
| All contacts where Contact Role 1 Name equals Billing
|
| Contact Information | Contact Role 1 Name
Contact Role 2 Name
| Same as above but with more account and site information that the contact is assigned to.
|
Related Articles
Add and Edit Contacts
Database Query
