Contacts — Vendor Management — Workspace
Workspace-wide contact directory with interaction history.
Overview
The Contacts app provides a global, workspace-wide directory
of people your organisation interacts with — clients, vendor
representatives, consultants, government officials, or anyone else relevant
to your projects. Unlike vendor contact persons (which are tied to a specific
vendor record), contacts here are standalone entries accessible to anyone
in the workspace who has the Procurement service enabled.
Every contact can accumulate a rich interaction history, making it easy to
recall past conversations, meetings, and follow-ups without digging through
emails or personal notes.
[screenshot: The contacts list page showing a table of contacts with name, organisation, and tags]
Adding Contacts
To create a new contact, click Add Contact and fill in the
profile details:
Name — the contact's full name (required).
Organisation — the company or entity they belong to.
Position — their job title or designation.
Function — their department or functional area
(e.g. "Sales", "Engineering", "Legal").
Location — city, office, or site where they are based.
Emails — multiple email addresses can be added
(e.g. work e…