Maintain customer and vendor master data
Create, edit, and review the business records that downstream finance and procurement pages depend on.
Shared business records
Keep customer and vendor records usable across the whole operating flow.
Contacts gives teams one place for customer and vendor master data, account pages, access sharing, and vendor catalog entry points without pretending to be a separate CRM automation suite.
Contacts
Built to stay connected to the surrounding Einsys operating flow.
What this module helps you do
Keep the core operating action clear.
Each module page stays grounded in the routes and page flows that exist today, so the message stays useful to real teams instead of turning into vague feature claims.
Control shared access
Grant or revoke access to a contact record instead of losing track of who can work that account.
Open vendor catalogs from the source record
Move from a vendor contact into catalog-driven purchasing without rebuilding supplier context elsewhere.
How it works
Follow the operating flow the product already supports.
The page structure is shared, but each sequence below follows the saved product flow for this module rather than pretending every module behaves the same way.
Build the record
Create the customer or vendor inside Contacts and keep the core details current.
Open the account page
Use the contact account view when the team needs the account-specific operating context.
Share access safely
Grant or revoke access when responsibility needs to move between team members.
Continue into vendor work
Open the vendor catalog route when the next step is product and draft PO activity.
Core capabilities
Designed to stay practical, not vague.
These capabilities are written around the routes, page surfaces, and saved controller flows currently present in the local codebase.
Contact list and record pages
Teams can search, create, edit, and open the business records that other modules rely on.
Account-level follow-through
The contact account page keeps the record usable after the initial create flow.
Access control on records
Grant and revoke contact access without duplicating the record across users.
Vendor catalog entry point
Vendor-specific flows continue from the contact into the vendor catalog surface.
Works with
Stay connected across the rest of Einsys.
Modules do their own job, but the value grows when the surrounding records, queues, and follow-through routes stay close.
Contacts stays stronger when this connection is handled inside the same operating system.
Contacts stays stronger when this connection is handled inside the same operating system.
Contacts stays stronger when this connection is handled inside the same operating system.
Contacts stays stronger when this connection is handled inside the same operating system.
Built for your team
Useful to the people who actually run the work.
The angle changes by role, but the same saved product flow stays underneath the page: clearer records, better control, and less context switching.
Commercial teams
Keep the business record clean before quotes, invoices, or account work begin.
Procurement teams
Move from supplier record to vendor catalog and draft purchase activity with less friction.
Admins
Control who can access each contact without rebuilding the relationship data.