The Contact Page includes contact details such as addresses, contact persons, transaction synopsis and recent activities. This page also provides quick links for creating a new transaction, recording payments, sending emails or customer statements. To view the contacts page, go the Contacts tab and select the desired contact from the contacts list by clicking on it.
The contact page displays the following information on the right side details panel. These details include contact synopsis, transaction synopsis, activity synopsis and action buttons such as Edit, New Transaction, Record Payment, Settings, Email and Statement.
The Contact Details Page has three sections:
Below are the list of fields that constitute the overview section of the contact page.
The name and email address of the contact are displayed as the Primary Contact Details.
Currency code and payment terms refer to the currency used for the contact and the payment terms that are agreed with the contact.
Shipping address is the place where the goods or services are delivered, while the Billing address is where the invoice for this delivery is sent. A single address may be mentioned as both the billing and shipping address.
A contact person is someone who is associated with the primary contact and can be reached out to in case of business related queries. To add a contact person:
- Go to the respective contact.
- Click the + icon next to CONTACT PERSONS in the Overview tab.
- Fill in the pop-up with relevant information such as First Name, Second Name, Email, Work Contact Number and Mobile Number.
- Click Save.
Note: You add upto 100 contact persons to a contact.
- Sales & Purchases: An accurate bar graph representing your transactions can be found at the bottom. Your sales and purchases over the last six months are indicated here.
A list of recent transactions to and from this contact is provided in the Transactions tab. You can filter the list based on the following transaction type options:
- Sales Order
- Recurring invoice
- Invoice Payment
- Credit note
- Bill Payment
- Recurring Bill
- Recurring expense
- Purchase Order
- Vendor Credits
You can further filter an invoice list based on the transaction status by selecting from the options: All, Draft, Sent, Partially Paid, Unpaid, Overdue, Paid. Clicking on any of the listed transaction item takes you to the respective detail page on Invoices, Bills section, Credit Note or other relevant sections.
A list of recent activities is populated here such as payment reminder generated, invoice created, payment made, contact created etc. Clicking on an activity can take you to the relevant page or transaction preview page of that entity. For example, When you click on an invoice entry, you’re taken to the particular invoice in the Invoice section or clicking on a payment entry takes you to the payment details page in the Bills section and so on.