Documentation / Connections / Contacts

Organizations

How contact records connect to organizations in TrialStack.

This is a dual-bound connection. The same junction links a contact to an organization and an organization to a contact. Both directions share the same underlying record.

Why it matters

  • a stakeholder must be linked to the correct organization with an explicit role
  • reviewers need organization context around a person — including department and status
  • organizational changes affect contact ownership or role context
  • the junction tracks source (manual vs. qualification-derived) for audit traceability

Dual-bound relationship

flowchart LR
  C[Contact] -- "status · role · department · source · version" --> O[Organization]
  O -- "status · role · department · source · version" --> C

Junction fields

Both directions show the same columns:

ColumnDescription
StatusThe contact’s status within the organization — maps to orgContactStatus dictionary
RoleThe contact’s organizational role — maps to orgContactRole dictionary
DepartmentThe department or unit within the organization
VersionJunction version counter
SourceHow the link was created — Qualification (auto-derived from competency matching) or Manual

Operations

ActionFrom contact pageFrom organization page
ConnectPick an organizationPick a contact
DisconnectRemove the organization linkRemove the contact link
ReconnectUpdate status / role / departmentUpdate status / role / department
Clear allRemove all organization linksRemove all contact links

From each side