ContactQ

Sync Complete

Record Intelligence Hub

Resource URL or Notes

Client Engagement Intelligence

History & Demonstrations

Event Type	Date	Engagement	Followup Status
Tactical Rescue Expo	March 12, 2024	HIGH	Catalog Dispatched
London Safety Summit	Feb 28, 2024	NEUTRAL	Awaiting Callback
Demonstration: VR Gen 2	Jan 14, 2024	ELITE	Agreement Signed

Client Training Portfolio

Tactical Recovery v4

Portsmouth Training Ctr

8 Attended 0 Missed

Lorry Extraction Lab

Manchester Depot

2 Attended 6 No-Show

Social Outreach Broadcast

Synchronized multi-channel event push

Global Strategic Alignment Roadmap

Active Pin Legends

Past Engagement

Future Planning

Site Recovery hub

Total Deployments

412

Interactive Staging Environment

ContactQ help

Step-by-step guide for contacts, suppliers, addresses & delete

Open this guide any time from the header Help button. Use the diagrams below as you work through Shared / Suppliers / Imports and the contact editor.

1. Find people & start a new contact

Use the directory list on the left. Shared shows customers and general contacts. Suppliers shows supplier records only. Open header Admin → Imports to upload a CSV or Excel sheet, pick a batch, or view imported contacts in the directory. Map columns (especially address1–4 / postcode), scan for duplicates, review in the split preview, then commit. Unreviewed imports show a light-blue avatar and an Imported label — open the record and click Mark reviewed when checked. Use Check duplicates (yellow button above the list) to scan the live directory and merge matching records; use Admin → Imports → Rollback to undo a whole upload.

Click New Contact to open a blank form.

Shared / Suppliers filter the list. Admin holds imports and deleted contacts.

Search directory filters by name or organisation. Help opens this guide.

2. Enter master identity

Click New Contact (or select someone and click Edit).
Set Type — Customer, Supplier, or Contact (required).
Enter Contact Name (required), then role, organisation, optional Account code (for accounts packages — not used for merge), phone, email, and region.
Click Save Record when ready (you can add addresses first).

Master Identity form fields — Section 1 — Master Identity. Required fields are marked *.

Save Record and Cancel buttons — Save Record stores the contact. Cancel / Close asks before discarding unsaved edits.

3. Shared vs Supplier

Customer / Contact — appear under Shared.
Supplier — appear under the Suppliers tab, with an amber avatar and label.
Changing Type and saving moves the record between those views.

Set Type to Supplier for vendor records. The red trash icon soft-deletes the whole contact.

4. Multiple addresses

In 2. Address Portfolio, click + New Address (up to 5).
Expand a card to enter street, city, postcode, country, delivery type, and site notes.
Use instruction chips for driver notes, customs docs, or official notes as needed.
Click Save Address on the card, then Save Record on the contact.
Mark one address as Primary. Use Make Primary to switch.
Click × on a card to remove that address only.

Address portfolio with two sites — Collapsed address cards — Primary badge and Make Primary / remove actions.

Expanded address editor — Expanded address: full site details and Save Address.

5. Delete, restore & permanent delete

Open a contact → red trash icon → confirms and soft-deletes (hidden from lists and search).
Admins: header Admin → Deleted contacts tab → unlock with the password.
Restore returns selected contacts to the directory.
Permanently delete requires typing Delete — this cannot be undone.

Deleted contacts admin panel — Admin panel: Imports tab for uploads and batches; Deleted contacts for restore or purge.

6. Updates

When a new site version is published, a banner appears at the top. Click Reload now after saving any open edits. You can also use the header Updates button to check manually.

Admin

Imports & deleted contacts

Upload a CSV or Excel file, map columns, scan for duplicates, then commit. Use the directory list to review imported records.

Import batch

Gmail Sync

Authorize Access

Import contacts

CSV / Excel file upload · map · review · commit

Upload file (.csv, .xlsx, .xls)

Check duplicates

Scan live directory · pick keeper · merge

Click Scan to check for duplicates.

Record Intelligence Hub

ContactQ

ContactQ

Record Entry

1. Master Identity

2. Address Portfolio

Activity log

Client Engagement Intelligence

History & Demonstrations

Client Training Portfolio

Portsmouth Training Ctr

Manchester Depot

Social Outreach Broadcast

Global Strategic Alignment Roadmap

Active Pin Legends

ContactQ help

1. Find people & start a new contact

2. Enter master identity

3. Shared vs Supplier

4. Multiple addresses

5. Delete, restore & permanent delete

6. Updates

Admin

Gmail Sync

Authorize Access

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Import contacts

Column mapping

Row review

Check duplicates

Field history