Contact Manager

How to Use the Contacts Module

Overview The Contact Manager module serves as a comprehensive address book and CRM (Customer Relationship Management) tool within your yacht management software. It centralizes all your contacts, including clients, vendors, service providers, and other stakeholders, enabling efficient communication and relationship management. This module enhances coordination and ensures that essential contact information is readily accessible to authorized users.

Key Features

  • Centralized Contact Database – Store and manage all contact information in one place.

Feature 1: Centralized Contact Database Overview Maintain a comprehensive database of all your contacts, ensuring that important information is accessible when needed. Organize contacts with detailed profiles containing essential information and notes.

Key Functions

  • Contact Profiles – Store details such as names, addresses, phone numbers, emails, and company affiliations.

  • Profile Pictures and Logos – Upload images to personalize contact profiles.

Step-by-Step Guides

  1. Access the Contact Manager Module

  • Navigate to the Contact Manager on the left sidebar.

  1. Add a New Contact

  • Click on "Add".

  1. Enter Contact Information

  • Basic Details:

  • Name (First and Last Name)

  • Company/Organization

  • Contact Type (Client, Vendor, Crew Agent, etc.)

  • Contact Details:

  • Phone Numbers (Mobile, Office, Fax)

  • Email Addresses

  • Physical Addresses (Office, Billing, Shipping)

  1. Save the Contact

  • Click "Save" to add the contact to your database.

FAQs

  • Q: How do I edit a contact's information?

    • A: Select the contact from your list, click the pencil icon, make the necessary changes, and save.

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