Contacts

Overview

Create and edit contact information for customers and partners.

Contacts contain information for additional people to act as a point of communication. Add contact information such as name, role, email, and phone number to provide another connection for your specific need.

This object is only available within customers and partners as a connected object. All contacts are specific to a module and aren’t shared at the broader organization level. For a broker, contacts can also be created and assigned when sending the rate-confirmation with partners through Rose Rocket

Partner objects also contain a primary contact attribute for contacts. This defaults to the first contact within the list as well as can be assigned.

API configuration

When using the API to make requests, see the pages below for the process. These guides walk through the requirements and setup to access the Rose Rocket API with your application.

Object structure

Use the table below for information about the contact objects.

Object Key Name: contact

Fields

Label

Type

Description

fullId

Full ID

string

ID used to identify record as seen by user

firstName

First Name

string

First name of contact

lastName

Last Name

string

Last name of contact

email

Email

string

Email of contact

phone

Phone

string

Phone number of contact

name

Full Name

string

First and last name of contact NOTE: This field is derived from the firstName, and lastName attributes.

dateCreatedLabel

Contact Date

date

Contact created date as a label string
NOTE: This field is derived from the $createdAt?.toLocaleString() attribute.

isPrimary

Is Primary

Boolean

Status of primary contact or not when associated to another object

status

Status

string, enumerated

Status of contact

contactRole

Contact Role

string, enumerated

Role of contact

customer

Customer

Customer connected object

Customer associated with contact

partner

Partner

Partner connected object

Partner associated with contact

formattedContact

Formatted Contact

string

Formatted contact field with summarized contact info blob
NOTE: This field is derived from the firstName, lastName, phone, and email attributes.