The Contact profile serves as the primary record for individuals outside your organisation, such as suppliers and specialists. Organising these details ensures that every external partner linked to your parent Companies has a complete and accurate profile for seamless coordination.

This guide covers:

• Viewing and editing personal details to maintain accurate contact records.
• Assigning specific functions to individuals using the Roles tab.
• Adding reminders and critical information within the Notes tab.
• Reviewing all profile modifications via the History tab for accountability.

Your external network is now documented and ready for collaboration.

💡 Power User Insight: Maintaining detailed Contact profiles ensures that the child records linked to your parent Companies are fully documented. This structure allows for better communication and traceability across your entire system hierarchy, making it easy to identify key stakeholders for any given project.