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:
| Column | Description |
|---|---|
| Status | The contact’s status within the organization — maps to orgContactStatus dictionary |
| Role | The contact’s organizational role — maps to orgContactRole dictionary |
| Department | The department or unit within the organization |
| Version | Junction version counter |
| Source | How the link was created — Qualification (auto-derived from competency matching) or Manual |
Operations
| Action | From contact page | From organization page |
|---|---|---|
| Connect | Pick an organization | Pick a contact |
| Disconnect | Remove the organization link | Remove the contact link |
| Reconnect | Update status / role / department | Update status / role / department |
| Clear all | Remove all organization links | Remove all contact links |
From each side
- Use Contacts for the person record.
- Use Organizations for the higher-level operating entity.