Need to keep track of key people outside your organisation, like a site foreman or a client? Organising these individuals as external Contacts ensures all their details are stored in one place, linked directly to their respective companies for seamless coordination.

This guide covers:

• Entering contact details and linking them to a parent Company.
• Setting the contact status to keep your directory tidy.
• Applying Tags to make searching and grouping contacts easier.
• Managing external relationships within your system hierarchy.

Your external network is now documented and ready for collaboration.

💡 Power User Insight: Linking external Contacts to their parent Company creates a structured data flow that mirrors your real-world contracts. This allows you to quickly identify all key personnel associated with a specific supplier or client, ensuring your communication is always directed to the right person.