Overview
Welcome to the Contacts module—Caramel’s base directory for the people and businesses you work with. In this page, you’ll get a quick overview of what Contacts includes, what each page is for, and how to set up groups so the rest of the system (like Orders and Accounting) works more accurately.
Customers & Vendors
This page explains how to manage Customers and Vendors in Caramel.
Groups
In Caramel, Contact Groups help you organize vendors and customers into meaningful categories (for example: Local Suppliers, VIP Customers, Wholesale, etc.). You usually create these groups during the initial setup, and they are reused in other modules such as accounting reports, orders, pricing, discounts, and sales/cost charts.
Call Reports
Call Reports is where Caramel keeps a searchable log of your phone calls. These call records can be received by Caramel through your phone system integration (for example via VoIP or Caller ID), so your operators can review call activity directly inside the app.