Understanding Contacts

Overview

A Contact represents a person rather than an organisation.

Contacts are linked to Clients and Locations, making it easy to keep track of the people you communicate with throughout the lifecycle of a project.

Unlike many CRM systems, a Contact can be associated with multiple Clients and multiple Locations where appropriate.

A Contact is an individual person you deal with.

Examples include:

Each Contact stores that person's details and can be reused wherever they are involved.

A Contact can be linked to one or more Clients.

For example, a Property Manager may manage several different companies, or a consultant may work across multiple organisations.

Rather than creating duplicate Contact records, JGID allows the same Contact to be associated with multiple Clients.

This keeps your CRM organised and avoids maintaining the same person's details in multiple places.

A Contact can also be linked to multiple Locations.

For example, a Facilities Manager may be responsible for dozens of buildings.

By linking that Contact to each Location, anyone viewing the Location can immediately see who the relevant person is for that site.

Contacts can have their own Tasks and permanent Notes.

These remain attached to the Contact record and are available whenever someone opens that Contact.

Examples include:

Keeping this information with the Contact helps ensure consistent communication across your team.

Contact records provide much more than a phone number or email address.

Because Contacts can be linked to multiple Clients and Locations, they create a connected view of the people your business works with.

This makes it easy to understand who is involved with each customer, who manages each site and who should be contacted when new work is required.

Create one Contact record for each person.
Reuse existing Contacts rather than creating duplicates.
Link Contacts to all relevant Clients and Locations.
Record important Tasks and Notes against the Contact.
Keep Contact details up to date so everyone in your organisation has access to the latest information.