About Contacts and Addresses

A Contact represents an external physical entity, such as a person, a company, institution, location, geographical feature, building etc) which may have an address. A Contact must have at least one address and can have many addresses.

In WorkZone Client, the strict hierarchical relationship between Contacts and Addresses is not apparent as the Contacts detail page displays multiple address fields, for example the Address 1, Address 2 and Address 3 fields, but the relation between a Contact and Addresses is One-to-Many, meaning one contact can have multiple addresses.

Contact relations

In WorkZone, Contacts relate to Files and Records and their relations are called case parties and document parties.

Case parties are the contacts that are somehow involved in the case. Examples of case parties could be contractor, plaintiff, lawyer, insurance company, citizen, patient etc.

Document parties are typically used to designate the sender, recipient and copy recipients of documents, but document parties can be any document-based role your organization requires, for example author, owner, insurer, reviewer, etc.

The Case Party and Document Party relations are many-to-many relations. A Case can reference multiple contacts and a contact can be referenced by multiple cases.