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.

• Authentication - Access Rose Rocket with OAuth 2.0
• Object operations - Configure your requests

Object structure

Use the table below for information about the contact objects.

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. *See Read-only fields.
dateCreatedLabel	Contact Date	date	Contact created date as a label string NOTE: This field is derived from the $createdAt?.toLocaleString() attribute. *See Read-only fields.
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 *See Connected object section	Customer associated with contact
partner	Partner	Partner connected object *See Connected object section	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. *See Read-only fields.