Getting started with Contacts

What Contacts are 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 Audits, Tasks, Events and Documents directly to that Contact. This helps keep all related information connected in one place.

How Contacts can be customised

Like Sites and Assets, the Contacts module supports 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.

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 can create, edit and delete Contacts, view full Contact records, and configure the module through Object Manager.

Users can see Contact names when submitting Audits and creating Tasks, so they can link those records to the correct person.