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Contacts

Contacts · Internal Org Structure and External Contacts

"What's engineer Zhang's number in R&D?" "Who's our point of contact at that supplier?" — Looking up a colleague's role or phone, or an external partner's company and contact details, used to rely on memory and scrolling through chat logs. A unified contacts directory brings both together, so employees find anyone instantly with a quick search.

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Org Structure Tree
📖
External Contacts
🔍
One-Second Search
Capabilities

One-Stop Management of Internal and External Contacts

Five pillars: internal org structure + external contacts + search + tags + permissions

🌳 Org Structure Tree

A multi-level tree from company → department → role makes every employee's reporting line clear at a glance; matrix structures are supported too

👤 Employee Details

Avatar / name / role / department / email / phone / staff ID all included; custom fields (e.g. date of birth / hometown) supported

📖 External Contacts

Manage customer / supplier / partner contacts in one place, grouped by company, with changes of contact person traceable

🔍 Global Search

Search by multiple keywords — name pinyin / pinyin initials / staff ID / phone / email

🏷 Tag Management

Apply business tags like "VIP customer" / "supplier" / "partner" / "media" to contacts and filter by tag

🔐 Privacy Protection

An employee's phone number can be set to "self only / same department only / everyone"; departed employees are auto-masked and hidden

oa.shangbangke.com/contacts/orgActive 238
O
Org Structure · Hubon Software
Photo WallMessage
Exec Office6
Sales Center62
R&D Dept48
Production88
Finance / HR22
Name / TitleAction
Li Qiang · Sales DirectorReports: Mr. Wang
Sun Lin · Sales ManagerActive
Zhou Bin · Sales RepActive
Zheng Shuang · Sales Rep (new)Probation

No More "Can't Find the Right Person" in Internal Collaboration

The first step in cross-department collaboration is knowing "who to ask." The org structure tree clearly shows the makeup of every department, letting you pinpoint anyone from company executives to frontline staff in one click, while employee profiles include photos so colleagues can "put a face to a name" before a meeting.

  • The org chart collapses / expands by department, so it never overwhelms no matter the scale
  • Employee photo-wall mode: new hires learn faces first
  • Shows roles / reporting lines, making it quick to find "the head of that department"
  • Double-click an employee to call / email / message them directly
oa.shangbangke.com/contacts/externalExternal 412
C
External Contacts · Asset Pool
ImportNew Contact
CompanyContact / TitleOwnerStatus
RuidaWang Jianguo · Procurement MgrSun LinActive
HenghuiLiu Fang · Tech DirectorZhou BinEngaging
JinpengChen Hai · GMLi QiangHanded Over
YunqiZhao Min · IT LeadSun LinActive

Ruida · engagement records

Phone call on line-upgrade needs05-22
Owner: Zhang → Sun Lin04-10

External Contacts Become Company Assets

In the past, a sales manager's customer contacts all lived on their personal phone, and employees walking off with the data when they left was the norm. With external contacts unified in the system — searchable by company / role / owner across multiple dimensions — staff may move on, but customer assets stay.

  • Customer records in a two-tier "company + contact" structure
  • Owner-change trail: the exact moment it was handed from Zhang to Li
  • Historical engagement records accrue: when contact was made by phone / email
  • Permission control: salespeople only see the customers they own
Use Cases

Core Use Cases for Contacts

New Hire Onboarding

New hires use the org structure to understand the company's team layout and look up role phone numbers, getting familiar with the collaboration map in a day

Cross-Department Collaboration

When Marketing needs to reach R&D's tech lead, searching contacts for "R&D + technical director" finds them instantly

Customer Relationship Retention

All customer contacts a salesperson follows go into the directory, exported to the successor in one click at handover

Partner Engagement

Supplier / logistics / service-provider contacts accumulate, so new staff don't start from scratch when collaboration spans years

Related Features

How Contacts Work With Other Modules

The org structure is the foundation of collaboration — announcements / approvals / tasks / documents all draw their people from it

Turn Connections Into Company Assets

Sign up to try Contacts for free — staff move on, but customers don't go with them