Contacts and companies

Create reusable people or company contacts for equipment handovers and preserve their relationship to past records.

Contacts keep names, company, role, phone, email, address, and notes reusable across handovers.

Quick steps

1. Open Loans, then Contacts, and choose Create contact.
2. Add the details needed by your team and save the contact.
3. Start a handover from the contact or select it during the handover flow.

Archive constraint: Return equipment from active handovers before archiving the associated contact. Completed history stays available.