When a regulatory exam or a vendor incident requires fast action, you need to reach the right person immediately — and prove you did. Contact Management keeps every stakeholder, primary contact, and emergency backup organized, with full email history and portal activity visible at a glance.
Link each contact to their associated vendor records for full relational visibility.
Quickly find contacts by name, company, email or other attributes using powerful search and filtering tools.
Add as many contacts as needed per vendor — no limits, no friction as teams grow.
View a full history of emails sent to each contact for clear communication tracking.
Easily flag key contacts for routine communication or urgent issues.
Check if a contact has registered for the guest portal, and reset their password with a click if needed.
Keep track of relationship context or special instructions with editable notes per contact.
Create up to 10 custom fields—like region, role, or vendor tier—for more personalized contact tracking.
Bring in contacts from CSV files or export your list for offline use, analysis, or integration.
Archive contacts to keep detail pages clean while retaining full access to historical data and activity logs.
Manage vendor stakeholders, track every communication, and maintain the documentation your examiners expect.
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