Getting started with Contacts
What the Contacts module is used for
The Contacts module gives your organisation a central place to store and manage information about important people who are not platform users.
Contacts are typically used for people your organisation needs to reference across the platform, such as service users, customers, contractors or other key external stakeholders. They are not intended to be used as shadow user records. If someone needs to report events, complete Audits or interact with the platform directly, they should have the appropriate user access instead.
What a Contact record includes
Each Contact has its own record where you can capture relevant details, track related activity, and link it to other records across Vatix. This helps keep related information connected in one place.
How Contacts can be customised
Like Sites and Assets, the Contacts module can be configured through Object Manager. This means you can customise Contact records to match your organisation's needs by creating custom fields, updating layouts and storing the information that matters to your operation.
For example, a Contact record might include personal details, linked Site information, role or department, phone number, email address, compliance information, emergency contact details or operational notes.
Learn more about Object Manager in this article.
How to view related activity on a Contact record
From a Contact record, the 'Related' tab shows linked activity and records associated with that person. This can be especially useful when you need a complete view of everything connected to a service user, contractor or external contact.
Who can access and manage Contacts?
Account Owners and Managers have the Contacts module. They see every Contact in the organisation, and they can create, edit and delete Contact records.
Users work with Contacts through the records they already use rather than through the module. Where an Event form asks a question that looks up Contacts, a User can search for and choose the right Contact, so the event is linked to the correct person.
Note: Adding new fields to Contact records, and changing how those fields are arranged, is done in Field Manager and Layout Editor. Both sit under the settings gear icon, in Objects > Contacts. Access to them comes with Object Manager, which is separate from the Account Owner and Manager roles and is held by designated people in each organisation.
To learn more about creating and editing a Contact, read this article.