The Contacts module in SAM provides a comprehensive list of all the contacts stored within the system. From the overview screen, users can search for individual contacts, attach documents, write notes, or send emails directly from the system.

Contacts in SAM represent the individual people your business interacts with. These contacts are often linked to a customer account (referred to as an “Account”), though in cases where your business serves individual consumers, some contacts may not be tied to a specific customer account.

Every customer in SAM requires at least one contact, and it is crucial to provide complete details about each contact, such as their location, job title, and specific responsibilities. A single customer can have multiple contacts, potentially spread across different locations.

SAM also integrates with Microsoft Outlook, allowing updates made in SAM to synchronise with Outlook for one or more users, based on your synchronisation settings. This integration ensures that contact information remains accurate and up-to-date across different platforms, simplifying communication and enhancing efficiency across the organisation.