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  • No, the intent of this feature is for users to be able to add contact information for a customer or prospect as needed and quickly find it on the map or in a report.
  • Once you have created a contact, the contact marker flag will appear on the map at the address entered. This means if you click on a parcel in Dekalb, Illinois and the owner address is located in Cedar Rapids Iowa, the contact marker flag will appear at the address in Iowa.
  • CRM contact information will appear as read only in CamoAg. Any edits made to contact information must be done in your CRM.
  • If you create a contact in CamoAg and later add that information to your CRM, the data from your CRM will override the information in CamoAg and become read-only
Creating a Contact on the Map - This option will pull in the name and address information associated with the party allowing you to manually enter phone, email, and DOB. Creating a Contact on the Dashboard - This option requires you to manually enter contact information such as address, name, and phone number.

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Creating a Contact from the Map

When creating a contact from the map address information it is not editable. If you want to create a contact with an address different from what you see steps below:
1
Locate the person you want to add as a contact using search and clicking through to the map or by zooming in on the map and clicking on a parcel
2
On the left pane click on the Operation name
3
Click Connections > Create New Contact
4
By default the Address and Contact Name are filled in for you, but can be edited
  • To change the Address Type from Primary to either Billing or Shipping, click the three vertical dots and update the address type in the dropdown before clicking Save Address Type
  • Contact Name: Can be edited or left as is
  • Contact Type dropdown options: Account, Contact, Lead, or Prospect
  • Contact Method: Enter any or all of the following - Phone Number, Email, DOB or Approx Age
5
Scroll down and click Save Contact
6
You can now view your contact on the map when the Contacts layer is enabled, on the Contacts Dashboard, and on the Contacts Report. Reminder, that when you create a contact, the marker will save on the map at the address location, which may differ from the parcel location.

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Creating a Contact on the Contact Dashboard

1
Click Manage > Contacts
2
Click Create Contact
3
Click +Add Address and either search for the address and pick from the suggested addresses or manually enter the address and click Save Address
4
Enter remaining contact details
  • Contact Name - required
  • Contact Type - optional drop down
  • Phone and Email - optional
  • Age or DOB - optional
5
Click Save Contact (please note “Request Contact Information will be available at a later date)
Last modified on May 22, 2026