Contact Role Setup
Last Modified on 10/09/2026 12:57 pm 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
| Field |
Description |
| 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 Name for the Contact Role.
- 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 accessible via in the Contacts list and can be used when sending Bulk Emails. For reporting, the Database Query Tool can also be used to pull contacts as shown below.
Role Assignment
Pathway: Account > View Contacts > Contact row [double click]
Each contact may be assigned up to 2 roles as shown here:
Bulk Email Application
Pathway: Database > Send Bulk Emails
When sending bulk emails, contact roles can be used to fine-tune your email list by using the Customer Information entity and filtering on Contact Role fields. Review the Send Bulk Emails documentation to learn more about using the Bulk Email feature.
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
Send Bulk Emails
