The Contact represents contact information and financial details for a tenant or business entity. It includes addresses, account balances, and other relevant information necessary for managing tenant relationships.
The AI will only look back at 12 months' worth of data.
❗Important: This Custom XBert only returns results for individual contacts — it can’t combine details across multiple contacts or accounts.
Key Properties:
Contact Tax Number: The tax identification number of the contact.
Tax Number: The general tax number associated with the business (Australian Business Number, VAT, or GST number).
Company Number: The registration number of the company.
Address
Street Address: The address that represents the physical location.
Street Address Line 1: The first line of the street address.
Street Address Line 2: The second line of the street address.
Street Address Line 3: The third line of the street address.
Street Address Line 4: The fourth line of the street address.
Street City: The city of the street address.
Street Region: The region of the street address.
Street Country: The country of the street address.
Street Postal Code: The postal code of the street address.
Postal Address: The address that is used for mailing purposes.
Postal Address Line 1: The first line of the postal address.
Postal Address Line 2: The second line of the postal address.
Postal Address Line 3: The third line of the postal address.
Postal Address Line 4: The fourth line of the postal address.
Postal City: The city of the postal address.
Postal Region: The region of the postal address.
Postal Country: The country of the postal address.
Postal Postal Code: The postal code of the postal address.
Contact Group
Business Group Name: The name of the business group.
Business Group Status: The current status of the business group (Active or Archived).
Accounts Receivable: The total amount receivable from the tenant.
Accounts Receivable Overdue: The total amount receivable that is overdue.
Accounts Payable: The total amount payable to the tenant.
Accounts Payable Overdue: The total amount payable that is overdue.
Accounts Receivable Tax Type: The tax type for accounts receivable.
Accounts Payable Tax Type: The tax type for accounts payable.
Business Payment Terms: The payment terms set for the business transactions.
Business Has Bank Account: Indicates whether the business has a bank account (true/false).
Business Discount: The discount rate offered by the business.
Discount: Any additional discount applicable.
Contact Type: The type of contact (e.g., supplier, customer).
Date of Birth: Captures the date of birth of the contact.
Last Activity: Tracks the most recent activity related to the contact.
📝 Example Alerts
Alert me when a contact has no banking details.
Alert me when a contact does not have an ABN.