A contact record

Viewing and Editing a Contact Record

A contact record is the central hub for everything CaterCloud knows about a single person — whether they're a lead, event organiser, or returning client. Use it to review history, check linked events and quotes, and communicate without leaving the record.

Opening a Contact Record

1. Navigate to Contacts in the main menu.
2. Find the person using search or the contacts list.
3. Click their name to open the full record.

What You'll See on the Record

The record brings together all key information about a contact in one place:

• Contact details — name, email, phone number, and any other saved profile fields.
• Activity history — a log of past interactions, notes, and communications associated with this person.
• Linked events and quotes — any bookings or quotes that have been connected to this contact, giving you quick context before a call or follow-up.
• Messages — a view of communication sent to or received from this contact.

Editing Contact Details

• Click Edit (or the relevant field, if inline editing is available) to update profile information such as name, email, or phone.
• Save your changes before navigating away to avoid losing updates.

Sending a Message from the Record

You can reach out to a contact directly without switching to a separate inbox:

• Locate the messaging area within the record.
• Compose your message and send — it will be logged automatically against this contact's history.

Reviewing Linked Events and Quotes

• Scroll to the linked events or quotes section to see all associated bookings.
• Click any linked event or quote to jump directly to that record for full details.

Deleting or Archiving a Contact

Use the record's action menu for options such as archiving or removing a contact. Take care — removing a contact may affect linked events or quotes.

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Tip: Keep contact records up to date so that quotes and invoices pull through accurate client details automatically.