Shared Contacts

The powerful shared contact and address book management system at the heart of FTGate4 offers many benefits including:

• Customer lists. Customer lists can be shared to one or more individuals or groups. All members of the groups will see the same information and notes. Different groups can have access to different lists allowing a structured layer of customer access.
  Benefits: Each member of your team has access to the same information regarding a customer. Any changes to their details are immediately available to all other members. Different groups can be assigned different lists to handle special categories of customer.
   
• Supplier lists: Supplier lists can be shared with individuals or groups allowing custom supplier lists to be tailored to the specific group.
  Benefits: Control which teams have access to different suppliers.
   
• Business contacts: Allows multiple contact lists to be shared between groups of users depending on their access rights.
  Benefits: Prevent access to inappropriate contact details
   
• Directory members: Each account contains personal contact data, allowing each individual to set their own personal details. This information is then available on a group basis.
  Benefits: Simple grouping of users by team allows each team member to simply identify their own team members and have full contact details available regardless of location. Staff that relocate or change their contact details make these changes available instantly to all team members.