--- title: "Contact Master Files | Marlin Contacts" slug: "contact-master-files" description: "Learn about Contact Master Files in Marlin Tyre and Mechanical Workshop Software by Megabus." updated: 2025-10-28T03:15:02Z published: 2025-10-28T03:15:02Z canonical: "help.megabus.com.au/contact-master-files" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Contact Master Files **Marlin Tyre and Mechanical Workshop Software** handles large amounts of company contacts using the Contacts Master File. To view and edit contacts, select **Master Files > Contacts** from the menu bar. The Contacts module will open on the **Search** list, showing a list of active contacts within the Marlin system. ### Adding Contacts #### Master Files > Contacts To the top-right of the Contacts Search list, click on the **Add** action button. The Contact window will open on the **Details** tab, containing a form for adding a new contact. In the **General** section at the top-right, enter the customer's identifying information. Only **Given Name** is required, but other information including the customer's **Title**, **Surname**, **Gender** and **Job Title** can be added, if desired. **Note** [Contact titles](/v1/docs/contact-titles) can be added and edited by selecting **System > Contacts > Titles** from the menu bar, or by pressing **F4** on the keyboard with the **Title** picker open. Additional information about the customer can be entered in the **Notes** textbox, if desired. The **Password** functionality is a roadmap feature that has not been implemented yet and can be ignored. In future it will allow contacts to log into a Marlin system to view statements and make payments toward their accounts. Leave the **Active** checkbox ticked to enable the new contact within the Marlin system. Details for various contact methods can be added using the **Contact Methods** list below. ### Contact Methods #### Master Files > Contacts > [Contact] > Details Details for different contact methods can be added to contacts using the Contact Methods list on the left of their Details tab. To enter the contact details, click in the relevant **Value** cell of the Contact Methods list and entering the relevant details. Note The Value fields for Email, Fax and Phone contact methods require specific email and phone information to be entered. However, anything can be entered for Other methods. Additional contact methods can also be added to the list, if desired. ### Adding Contact Methods #### Master Files > Contacts > [Contact] > Details To the top-right of the Contact Methods list, click on the **Add** action button. Alternatively, click in the next empty **Contact Method** cell. Use the picker that appears to select the contact method to add, and enter the details as required. > Contact Loyalty Programs #### Master Files > Contacts > [Contact] > Details > > > Contacts can be added to active loyalty programs using the **Contact Loyalty Programs** list at the bottom of their Details tab. > > > > > > By default, contacts will be activated for all loyalty programs. > > > To remove a contact from a loyalty program, untick the relevant **Active** checkbox in the Contact Loyalty Programs list. > > > Contacts can be reactivated for a loyalty program at any time by re-ticking the relevant **Active** checkbox. > > > If desired, additional loyalty program information, including the contact's **Membership Number**, **Loyalty Program Level**, **Member Since** date and **Expire Date** can be entered by clicking in the relevant cells of the list and either typing or using the pickers that appear to enter the information. > > > > Loyalty programs can be removed for customers entirely by clicking in any cell on the relevant line and clicking the **Delete** button to the top-right of the Contact Loyalty Programs list. deleted programs can't be re-added? - can delete contact but add back / can't re add loyaklty programs Where are loyalty programs set up? in system menu ### Adding Contacts to Customers #### Master Files > Contacts > [Contact] > Details Contacts can be associated with Customers using the **Customers** list to the top-right of their Details tab. To associate a customer with a contact, click on the **Add** action button to the top-right of their Customers list, or click in the next empty **Customer** cell, and use the picker that appears to select the customer. Note The same contact can be associated with multiple customers, and multiple contacts can be associated with the same customer. To make the contact the primary contact for a customer, tick the relevant **Primary** checkbox in the Customers list. Contacts can be deactivated for a customer by unticking the relevant **Active** checkbox. **Inactive** customer associations can be viewed by changing the filter to the top-right of the Customers list and reactivated by ticking the relevant Active checkbox. ### Adding Contacts to Suppliers #### Master Files > Contacts > [Contact] > Details Contacts can be associated with Suppliers using the **Suppliers** list to the right of their Details tab. To associate a supplier with a contact, click on the **Add** action button to the top-right of their Suppliers list, or click in the next empty **Supplier** cell, and use the picker that appears to select the supplier. **Note** The same contact can be associated with multiple suppliers, and multiple contacts can be associated with the same supplier. To make the contact the primary contact for a supplier, tick the relevant **Primary** checkbox in the Suppliers list. Contacts can be deactivated for a supplier by unticking the relevant **Active** checkbox. **Inactive** supplier associations can be viewed by changing the filter to the top-right of the Suppliers list and reactivated by ticking the relevant Active checkbox. ### Adding Contacts to Credit Providers #### Master Files > Contacts > [Contact] > Details Contacts can be associated with Credit Providers using the **Credit Providers** list to the bottom right of their Details tab. To associate a credit provider with a contact, click on the **Add** action button to the top-right of their Credit Providers list, or click in the next empty **Credit Provider** cell, and use the picker that appears to select the credit provider. Note The same contact can be associated with multiple Credit Providers, and multiple contacts can be associated with the same credit provider. To make the contact the primary contact for a credit provider, tick the relevant **Primary** checkbox in the Credit Providers list. Contacts can be deactivated for a credit provider by unticking the relevant **Active** checkbox. **Inactive** credit provider associations can be viewed by changing the filter to the top-right of the Credit Providers list and reactivated by ticking the relevant Active checkbox.