Contact Summary

The Contact Page includes contact details such as addresses, contact persons, transaction synopsis and recent activities.

This page also provides for actionable options or quick links for creating a new transaction, recording payments, sending emails or customer statements.

To view the contact page, of each individual contact, go the Contacts tab and select the desired contact from the contacts panel by clicking on it.

Page route map:

Overview

image of the contacts page

Below are the list of fields that constitute the overview section of the contact page.


Contact Persons

A contact person is someone who is associated with the primary contact and can be reached in case of business related queries.

You can add a contact person by:

screen shot of adding contact persons


Transactions

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:

Image of transactions

You can further filter any transaction like invoice list based on the transaction status by selecting from the options:

Clicking on any of the listed transaction item takes you to the respective detail page on Invoices, Bills section or other relevant section.


Recent History

Image of recent history in contacts

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