Managing Contacts
Add, link, and maintain individual contacts across your supplier and customer organisations.
Creating a Contact
Go to CRM → Directory → Contacts and click New Contact. Enter the contact's first name, last name, job title, email, phone, and mobile as needed.
You can also add a LinkedIn URL and upload a profile photo. The photo is displayed throughout the platform wherever the contact appears, making it easier to recognise the right person quickly.
Linking a Contact to an Organisation
A contact can be associated with one or more organisations. Open the contact record and click Link Organisation, then search for and select the organisation.
For each link you can set an organisation-specific job title, email, and phone — useful when a contact has a different role or contact details at different companies.
Mark one organisation link as the Primary contact if that is their main workplace.
Notification Preferences
For each organisation link you can control what automated notifications the contact receives:
- Purchase Orders — notified when a PO is raised with their organisation
- Quality Alerts — notified when a quality issue is logged against a product supplied by their organisation
- Delivery Notifications — notified when a shipment is dispatched
Toggle each preference on or off from the organisation link detail inside the contact record.
Deduplicating Contacts
Over time, duplicate contact records can appear — especially after bulk imports. Go to CRM → Directory → Contacts and click Find Duplicates.
Batchbase compares names and email addresses to surface likely duplicates. Review each pair and choose which record to keep. The duplicate is merged and removed, preserving all organisation links.