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 saving and tagging it, 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 — Save an operation and add a tag Once you’ve located the operation you want, save it to your account so you can track it and label it with a tag.1
Click through to the operation on the map, or click the operation name from your search results to open its profile.
2
Click Save to Edit. The operation is now saved to your account as a Prospect.
3
On the operation profile, expand Tags & Products.
4
Click +Add Tag, then select an existing tag from the list — or, if you have Admin or Edit permissions, create a new one.
Heads up on map placement: A contact appears on the map at their address — not at the parcel location. A landowner who lives in Cedar Rapids, IA but owns a parcel in DeKalb, IL 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 4 — 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 (Part 3) 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
- 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
- Filter reports and map layers by tag to segment your list further