Learn about the Contact Module
Learn how to manage your contacts, track activities, and build relationships in Mashoom
Select a topic below
The Basics
Adding A Contact
Showing you how to add organisations and individuals to your CRM database, and setting them up
2 min read
Viewing And Searching Contacts
There are three different ways of viewing your Contacts
2 min read
Contact Timeline
Recording your activity and tasks for a contact
3 min read
Associating Contacts Together
Identifying individuals and companies with each other, or creating more general relations
3 min read
Mission Control
Your daily guide to activity and future tasks for your contacts
4 min read
Sage 200 Integration Details
Some notes and considerations when using the Contact module with Sage 200
2 min read