Contacts

Overview 

• The Contacts module lists all the people and companies related to your organisation. This list includes Staff, Customers, and Suppliers. 

• The Contacts table contains fields for names and contact detail. The information that is linked to a contact can be extended by adding Roles which are in turn linked to datasheets. 

• Contacts can be linked to multiple Labels which are useful for CRM and reporting purposes.

Menu

There are two Contacts that can be added from the Fixed menu options to a Menu Group.

• Contacts Viewer: Displays a list of staff, customers, and suppliers with their contact details. 

• Contacts: Displays contacts that are created for a specific reason, and includes the labels, roles, and linking features described below.

Links

• Contacts can be linked to each other from the Edit Contacts interface. For example, by linking employees to a company or by linking next-of-kin to a person.

• The Description field allows users to describe the relationship between linked contacts.

Contact Fields

ℹ️ Contacts have a list view which displays the contacts and an Edit View where contacts can be added.

• List View displays this information: 

  • Name

  • Telephone

  • Mobile

  • E-mail

  • Labels 

  • Roles

• Edit View allows additional fields to be capture such as addresses, ID numbers, birthdays, and nicknames. 

• Edit view also provides for Labels and Roles to be selected and for contacts to be Linked.

Settings

Navigation: Main Menu > Setup > Settings > General (tab)

• CRM > Contact Labels:  Allows users to create labels to be added to contacts.

• CRM > Contact Roles:  Allows users to create or edit roles. Datasheets can also be linked to roles and are displayed when a contact is opened. See example below.

• CRM > Contacts - Generate 'List as': Allows users to specify how contacts should be listed. The options are:

  • FirstName

  • FirstName, Surname