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Introduction: 
Organization Contacts are optional and are used to set up contact records for people related to the organization. These contacts can be designated as Bill ToShip To, and Remit To contacts, and can be assigned categories from a customizable list of contact categories.

Note that you can have only one default Bill ToShip To, and/or Remit To contact for an organization.

The Bill To and Ship To contact names associated with a project invoice setup come from the Project Organization, while the Remit To contact name comes from the project's Owning Organization. 

Note: Setting up Organization Contacts is optional, but setting up Organization Addresses is required when using Billing or Financials. 

Description: 
Organization Contacts can be set up as shown below. 

Navigate to Organizations > Contacts.




Navigate to Organizations > Contacts > +Contact.
Clicking the [Categorize] link in the top right corner pulls up a window from which you can select any and all categories for the contact. 




Navigate to Admin > Setup > Miscellaneous > Contact Categories.



Additional Information

Help Docs - Contacts


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