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Managing contacts and operations: a complete walkthrough

Operations and contacts work together in CamoAg to give you a full picture of any farming business. This guide walks you through the complete workflow — from understanding what an operation is, to creating contacts, to connecting multiple entities into a unified view. What is an operation? An operation represents a real-world agricultural business — a producer, bank, ag retailer, or other entity — and brings all related information together in one place: land, people, financial activity, and connections to other operations. Think of it as the hub for everything CamoAg knows about a farming business. Instead of piecing information together from multiple searches, you get one unified view. If your organization has a CRM connected: Contact information from your CRM appears in CamoAg as read-only. Your CRM is always the source of truth — edits must be made there. If you create a contact manually in CamoAg and later add that person to your CRM, the CRM data will take over automatically. Part 1 — Find the operation you’re looking for When you search for an entity name, results are drawn from two sources — your organization’s own contacts (labeled My Org) and CamoAg’s broader database. Your contacts always appear first. Use the Source column to tell them apart at a glance. Aliases beneath each result show additional names from your CRM, or registered owner names if no CRM is connected. Looking for a specific owner? Owner names have moved — you’ll find them within Parcel results, not as a standalone search category. Part 2 — Create a contact Once you’ve found an operation you want to track, create a contact to save it, add personal details, and pin it to the map. Choose your method:
MethodBest when…
From the mapYou’ve found someone on the map — address is pre-filled
From the dashboardYou know their details and want to enter them directly
Heads up on map placement: A contact appears on the map at their address — not at the parcel location. A landowner in Cedar Rapids who owns a parcel in DeKalb will appear in Cedar Rapids. Enable the Contacts layer and zoom to the contact’s address if you don’t see the marker where you expect it. → See Creating a Contact for full step-by-step instructions for both methods. Part 3 — Connect operations to see the full picture If a producer owns land under multiple entity names, or a family operation is spread across different addresses, connecting those operations lets you see their entire footprint in a single view. Before you begin: You’ll need a contact created (Phase 2) for each operation you want to connect. Complete that step first, then return here. Common scenarios:
  • An investor owns land under three LLCs — connecting them reveals the total acreage across all entities
  • Two siblings operate land together from different addresses — connecting their contacts shows the combined farm footprint on the map
→ See Connecting Operations to View Their Entire Footprint for full step-by-step instructions. Create a Property What’s next Once your contacts and operations are connected, you can:
  • View all contacts on the map using the Contacts layer
  • Run a Contacts Pro Report to analyze your full contact list
  • Filter reports by Operation Category to segment your list further
Last modified on June 11, 2026