Contact Management

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Your Vendor Network, Clean and Centralized.

Contact Management helps you keep track of every person connected to your vendors—from primary contacts to emergency backups. View email activity, manage guest portal access, add internal notes, and organize contact data with custom fields — so you always know who to reach and why.

Integration with Vendor Profiles

Link each contact to their associated vendor records for full relational visibility.

Contact Search & Filters

Quickly find contacts by name, company, email or other attributes using powerful search and filtering tools.

Unlimited Vendor Contacts

Add as many contacts as needed per vendor — no limits, no friction as teams grow.

Email Activity Visibility

View a full history of emails sent to each contact for clear communication tracking.

Primary & Emergency Contact Designation

Easily flag key contacts for routine communication or urgent issues.

Guest Portal Status & Access Control

Check if a contact has registered for the guest portal, and reset their password with a click if needed.

Contact Notes & Internal Comments

Keep track of relationship context or special instructions with editable notes per contact.

Custom Contact Fields

Create up to 10 custom fields—like region, role, or vendor tier—for more personalized contact tracking.

Import & Export Contact Lists

Bring in contacts from CSV files or export your list for offline use, analysis, or integration.

Archive Inactive Contacts

Archive contacts to keep detail pages clean while retaining full access to historical data and activity logs.



All Your Vendor Contacts — One Click Away

Manage stakeholders, designate roles, and track every interaction in a centralized view.

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