Contact roles

Contact roles are used in the approval and the notification processes. A person can have more than one contact role. For example, the same person can have two contact roles: Legal and Contract Administrator. A contact role must be in active status to be used.

You use contact roles to define which roles are required when business objects are created. For example, if you create a lease record, you must specify a person and contact role as a contact for the lease record.

You can define contact roles in two ways: in Tools > System Setup > General > Contact Roles. Or, after you specify a contact person, you can specify the contact role on the Contact Details tab of the record that you are creating, such as the lease record.