Contacts

Vendor and partner contact records — extends into CRM for accounts, pipeline, and commercial documents.

Overview

Maintain a central directory of manufacturers, regulators, suppliers, contractors, and operational partners with certification and authorisation tracking.

Contacts integrate with document distribution, procurement, and communications. For full commercial workflows — accounts, pipeline, contracts, quotes, invoices, and customer portal — see the CRM & Commercial module.

Features

  • Contact Database: Maintain detailed contact records with role-based categorization
  • Vendor Management: Track supplier relationships, contracts, and service agreements
  • Certification Tracking: Monitor vendor certifications, authorizations, and compliance status
  • Communication History: Track all interactions and communications with external contacts
  • Document Distribution: Integrate with distribution system for automated document sharing
  • Contact Categories: Organize contacts by type: manufacturers, regulators, suppliers, contractors