> ## Documentation Index
> Fetch the complete documentation index at: https://docs.camo.ag/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> The people behind the ground — their phone numbers, addresses, tags, and the operations they belong to.

A contact is a person your organization tracks: a customer, a prospect, or a landowner you're working to reach. Selecting a contact opens its panel beside the map at a URL like `/map/contact/9854`, so you can bookmark one or send it to a teammate.

Use **Center map** in the panel header to fly the map to the contact's address, and the back arrow to return to the list you came from.

## Overview

The top card identifies the contact:

* **Avatar** — colored by relationship: one color for **Customer**, another for **Prospect**.
* **Name**, with the city and state of the billing address beneath it.
* **Type** — **Customer** or **Prospect**. A contact counts as a customer when it's marked as an account, or, for contacts synced from Salesforce, when it has products associated with it.
* **Age** — shown when a date of birth or approximate date of birth is on file.
* **Relationship Manager** and **Crop Insurance Officer** — the people on your team who own the relationship.

Where the contact is linked to an outside system, links appear here too: a **Salesforce** link to the account, and a UCC buyer link when the contact is matched to filings.

The menu in the card's corner holds the record actions, depending on your permissions and how the contact got here:

| Action                     | What it does                                     |
| -------------------------- | ------------------------------------------------ |
| Edit Contact in Salesforce | Opens the contact in Salesforce.                 |
| Edit Contact               | Opens the contact for editing.                   |
| Delete Contact             | Removes the contact and returns you to the list. |

<Note>
  Editing and deleting require the *Create/Edit Contacts* permission. Contacts synced from a CRM are read-only in CamoAg — edit those in the source system.
</Note>

## Contact Info

**Contact Info** lists the ways to reach the contact. Email opens a new message, and every phone number is a link that dials:

* **Email**
* **Primary Phone**
* Any additional numbers, each labeled by type — secondary, home, business, or mobile.

When the record is incomplete — missing a phone and email, or missing an address — the section also offers **Request Contact Information**, which searches third-party data for a phone, email, address, and age.

<Card title="Contact Enrichment" icon="user-magnifying-glass" href="/docs/contacts/enrichment">
  What a request returns, what it costs you in permissions, and the Do Not Call warning.
</Card>

## Addresses

Each address on the contact is shown in its own block, labeled **Primary**, **Billing**, or **Shipping**, with a directions button that opens turn-by-turn navigation. Select an address to copy it.

## Tags & Products

**Tags & Products** counts the tags applied to the contact and the distinct products associated with it. Tags are how you segment contacts for filtering and reporting — see [Manage Tags](/account-settings/manage-tags).

## Operation & connections

When the contact's address is part of a known household, the panel lists the **operation** the contact belongs to and the **other contacts** at that address, so you can move from one person to the rest of the farming business in a click.

## Contacts dashboard

**Manage → Contacts** lists every contact you can see, one card each with the name, address, quick call and email buttons, the same options menu, and the relationship manager and crop insurance officer along the bottom. **Create Contact** adds a new one.

Sort the list by created or updated date, and narrow it with the filter panel:

| Filter                 | Narrows by                               |
| ---------------------- | ---------------------------------------- |
| Contact                | A specific contact.                      |
| State / County         | Where the contact's address is.          |
| Created By             | The user who created the contact.        |
| Relationship Manager   | The team member assigned to the contact. |
| Tags                   | Tags applied to the contact.             |
| Created / Updated date | A date range.                            |

<Note>
  Without the *View all Organization Contacts* permission, you see only the contacts you're assigned to as relationship manager.
</Note>

## Creating a contact

**Create Contact** on the dashboard opens a blank record. Creating one from a parcel or operation instead pre-fills the name and address from that record.

| Field                | Required                                    |
| -------------------- | ------------------------------------------- |
| Contact Name         | Yes                                         |
| Address              | One address, added through **+Add Address** |
| Contact Type         | Optional — Prospect or Customer             |
| Relationship Manager | Optional — defaults to you                  |
| Phone and Email      | Optional                                    |
| Age or Date of Birth | Optional                                    |

Editing an existing contact adds the rest: multiple addresses, each with its own type, and multiple phone numbers, each labeled by type.

## On the map

Contacts appear on the map as pins at their address — which is the contact's mailing address, not necessarily the ground they own. A contact in Cedar Rapids who owns a parcel in DeKalb shows up in Iowa.

## Guides

<Card title="Contacts guides" icon="address-book" href="/guides/overview?tags=Contacts">
  Step-by-step articles for Contacts, now in the Guides section.
</Card>