Contacts Overview

Contacts is used to collect the contact information of your important customers and major suppliers so that it is accessible to everyone who needs it, rather than scattered amongst employees or locked away in the Sales or Accounting packages.

Storing the details in Toolbox makes it possible to link your contacts to other information within the system, e.g. supplier issues, customer complaints, stakeholder risks, training records, calibration & maintenance records, etc.

You can set requirements for Contacts and manage these in Toolbox, e.g. insurances, licences.