Contacts

Your single, trusted directory of every customer, supplier and person your business deals with.

Contacts is the customer-relationship core of your Sois workspace — the place every other app reaches for "who is this?". Anyone who works with customers, suppliers or partners lives here.

What you can do

• Keep business contacts and companies organised, with name, company, email, phone and address on every record.
• Search and filter your whole directory — by name, company, city, country, tag, or by what's missing (no email, no phone, no logo).
• Separate customer accounts from supplier accounts and review the mix at a glance.
• Check the health of a record — completeness, credit-check status and recent updates.
• See a full 360° view of any account: profile, history, upcoming events, emails and attachments in one place.
• Merge duplicates, transfer a departing colleague's book of accounts to a successor, and undo recent changes.
• Set up a welcome email that greets new customers automatically.

How to use it

An administrator switches Contacts on from Settings → Apps. Once enabled, it appears in your main navigation.

Add a contact whenever a new customer or supplier comes on board, and let the record grow over time as you log emails, events and notes against it. To find people, describe what you're after — a name, a city, or an attribute like "customers without an email" — and let the directory surface the matches. When two records describe the same company, merge them into one clean account so nothing drifts apart.

Working with your agent

Describe the outcome and your agent does the legwork — looking people up, cleaning records, and briefing you before a call.

You:    "Find every supplier in London that's missing an email address"
Agent:  Lists the matching suppliers and flags the gaps so you can fill them in.

How it fits

Contacts underpins almost everything else in Sois — Deals link to the people they involve, Group Accounts gather related contacts under one umbrella, and your agent reads from here to answer "who", "what" and "when" for any account.

Tip. Run a quick "contacts without a phone number" search now and then — it's the fastest way to keep your records call-ready.