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Contact Management

The Contact Management module manages contact information and relationships across the PulseCRM system.

Overview​

This module provides:

  • Centralized contact management
  • Relationship tracking
  • Contact synchronization
  • Communication history
  • Contact organization

Core Components​

Key Tables​

contacts​

Primary table for contact information:

- id: Primary key
- firstName: First name
- lastName: Last name
- email: Primary email
- phone: Primary phone
- title: Job title
- company: Company name
- created_at: Creation timestamp
- updated_at: Last update timestamp

contactUsers​

Maps relationships between contacts and users:

- contact_id: Reference to contacts
- user_id: Reference to users
- relationship_type: Type of relationship
- created_at: Creation timestamp

contactAccounts​

Maps relationships between contacts and accounts:

- contact_id: Reference to contacts
- account_id: Reference to accounts
- role: Contact's role
- is_primary: Primary contact flag
- created_at: Creation timestamp

Features​

Contact Management​

  • Contact creation
  • Information updates
  • Relationship tracking
  • Status management
  • Duplicate prevention

Relationship Tracking​

  • User associations
  • Account connections
  • Role management
  • Primary contacts
  • Relationship history

Communication Management​

  • Communication logs
  • Preferred methods
  • Contact history
  • Opt-out tracking
  • Notification preferences

Organization​

  • Contact grouping
  • Tag management
  • Custom fields
  • Search capabilities
  • Filter options

API Endpoints​

Contact Management​

List Contacts​

GET /api/contacts

Query Parameters:

  • company: Filter by company
  • role: Filter by role
  • account: Filter by account

Create Contact​

POST /api/contacts

Request body:

{
  "firstName": "string",
  "lastName": "string",
  "email": "string",
  "phone": "string",
  "title": "string",
  "company": "string",
  "relationships": [{
    "type": "string",
    "entityId": "string",
    "role": "string"
  }]
}

Update Contact​

PUT /api/contacts/{contactId}

Update contact information:

{
  "email": "string",
  "phone": "string",
  "title": "string",
  "preferences": {
    "communicationMethods": ["string"],
    "notifications": {
      "email": "boolean",
      "sms": "boolean"
    }
  }
}

Relationship Management​

Add Relationship​

POST /api/contacts/{contactId}/relationships

Create relationship:

{
  "entityType": "user" | "account",
  "entityId": "string",
  "role": "string",
  "isPrimary": "boolean"
}

Contact Types​

Business Contact​

  • Company information
  • Business role
  • Professional details
  • Business relationships

User Contact​

  • System user details
  • Access information
  • Role assignments
  • Permission sets

Account Contact​

  • Account association
  • Role definition
  • Contact preferences
  • Communication settings

UI Components​

ContactForm​

Contact creation/editing:

interface ContactFormProps {
  initialData?: Partial<Contact>;
  onSubmit: (data: Contact) => void;
  disabled?: boolean;
}

ContactDetails​

Individual contact view:

interface ContactDetailsProps {
  contact: Contact;
  onUpdate: (data: Partial<Contact>) => void;
  onRelationship: (relationship: Relationship) => void;
}

ContactRelationships​

Relationship management:

interface ContactRelationshipsProps {
  contactId: string;
  relationships: Relationship[];
  onAdd: (relationship: Relationship) => void;
  onRemove: (relationshipId: string) => void;
}

Best Practices​

  1. Contact Management

    • Complete information
    • Regular updates
    • Duplicate prevention
    • Relationship maintenance

  2. Data Quality

    • Validation rules
    • Format consistency
    • Required fields
    • Update tracking

  3. Privacy

    • Consent tracking
    • Communication preferences
    • Data retention
    • Access control

  4. Organization

    • Clear categorization
    • Consistent tagging
    • Logical grouping
    • Search optimization

Integration Points​

Lead Management​

  • Contact creation
  • Lead association
  • Communication tracking
  • Status updates

User Management​

  • User relationships
  • Access control
  • Role mapping
  • Permission management

Account Management​

  • Account associations
  • Role definitions
  • Hierarchy management
  • Access levels

Privacy & Compliance​

Data Protection​

  • Consent management
  • Data retention
  • Access controls
  • Audit logging

Communication Preferences​

  • Opt-in/out tracking
  • Method preferences
  • Frequency settings
  • Time zone handling

Compliance Requirements​

  • Data protection
  • Privacy regulations
  • Industry standards
  • Documentation