Contacts

A contact is any person or business your agency interacts with, such as a customer, contractor, or salesperson.

A contact added to a record, such as a service request, building application, or billing account, indicates who the responsible party is, or a person your agency can communicate with regarding that record.

Each contact is represented by two types of records. The contact identity record contains personal information such as the contact's name, birth date, and ID number. Each contact identity is associated with one or more contact information records that contain address, telephone, and email information.

You can add one or more contact information records when creating a contact, or you can add them later. Note that if you don't add any contact information records, Infor Public Sector will automatically add a blank one. Each identity must have at least one associated contact information record, even if it is blank, because Infor Public Sector uses contact information records to locate contacts.

Contacts can be added to records in Infor Public Sector in two different ways. If the contact is already in your database, you can select that contact from a list. If the contact isn't in the database, and you have the necessary permissions in Access Control, you can create a new contact record. Infor Public Sector will then add it to a central pool of contacts where it will be available to others in your agency.

Note: Depending on your access rights, you can also perform these tasks using the Contact and Property Browser.