Contact Overview

What a Contact Is

A Contact in TrackDrive represents a single caller phone
number the platform has encountered. Every inbound caller,
every outbound dial target, and every lead phone number
resolves to a Contact record. Contacts are the anchor
point for per-number state that must persist across calls,
leads, and schedules: block status, SMS opt-out status,
DNC flags, SMS and call rate counters, detected country,
and time zone.

Contacts are created automatically the first time the
platform receives an Inbound Call or Lead Data from that caller phone number. You do not typically create
Contacts by hand. Instead, you manage their attributes,
most often the blocked flag, through the blacklist UI
or through imports.

Blocks and Opt-Outs Apply Everywhere

Contact data is shared across the whole platform, so
block and opt-out decisions are enforced consistently
no matter where a call or lead is processed.

Contacts are scoped per company. A number that is
blocked for company A is not blocked for company B unless
company B also has its own blocked Contact record for the
same number. A special global contact record is
reserved for global records, which is how the platform
stores the DNC litigator list shared across all tenants.