Functional Contacts
The Functional Contact entity is used to create a contact and assign them to a Functional Role. A Functional Role may have multiple Functional Contacts and a Functional Contact may have multiple Functional Roles. The relationship between a role and a contact is housed in the Functional Contact.
Functional Contact | Functional Role |
Alexa | Billing |
Gunnar | Billing |
Jane | Accounting |
Gunnar | Accounting |
In the example above, more than one person appears in the same Functional Role and the user Gunnar, belongs to more than one Functional Role.
How to Create Functional Contacts:
Go to Subscription and Recurring Billing Management App --> Others --> Functional Contacts --> Click on ‘+New’.
Enter the following details in the below fields:
Name: The name of the Functional Contact generated by the system made up of the Contact concatenated with the Functional Role and Account.
Customer: Identifies the Customer associated with the Functional Contact. The Customer can be an Account or a Contact. When using Account, this is typically the Account to which the Contact belongs.
Functional Role: Identifies the Functional Role to which this contact is linked.
Contact: Identifies the Contact associated with the account that is selected in Customer.
Click on Save.
For further queries, reach out to us at crm@inogic.com
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