Contacts

Store customers and companies with tags, segments, and custom fields. This guide follows version 3.1.7 (03acdf712c).

For custom attributes, see Properties, Tags & Segments.

Module layout

backend/core-api/src/modules/contacts/:

• graphql/schemas/{customer,company}.ts, resolvers/queries/{customer,company}, mutations/{customer,company}, customResolvers/.
• db/definitions/{customers,company}.ts, db/models/{Customers,Companies}.ts.
• trpc/{customer,company,index}.ts for service-to-service reads.

Customers support visitor info, location, and customFieldsData; both types support tagIds and segment filtering. Search behavior is driven by token configs over name, email, phone, code, and visitor contact info.

Working with contacts

• Filter by tagIds, segment, and custom-field values rather than duplicating records.
• Keep customerSearchTokenConfig behavior in mind when debugging search: partial matches depend on the configured fields.
• Use relations or conformities to link contacts to deals, tickets, and tasks instead of copying contact data into those records.

Verify

1. Create a company and a customer linked to it.
2. Tag them and confirm they appear in the matching segment.
3. Update a custom field and confirm the change is visible through both GraphQL and the UI.

Source references

• Customer schema.
• Company schema.