Zoho Inventory

Help Docs

Contact Details Page

The Contact Page includes the essential details of a contact such as the name, email, phone number, address, contact persons, transaction synopsis and recent activities.

This page also provides actionable buttons and quick links for creating a new transactions, recording payments, sending emails and statements.


Overview Page

It is the first page that you’ll see after you’ve created a contact or when you click a contact name. Below are the sections that constitute the overview page of the contact.

The Left Side
The Right Side
Contact Overview page

Contact Persons

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

To add a contact person for a contact:

Contact Persons

Recent Activity

The recent activities for a contact is displayed in a timeline fashion, showing the most recent activity first along with the name of the user responsible for the action.

These activities include contact created, contact update, invoice created, payment made and more.

Under each activity, you can click the View Details link to get into the details of that activity.

Contact Recent Activity

Comments

This section allows you and the users of your organization to add internal comments about the contact. A comment can be viewed by all users in your organization.

Contact Comments

Transactions

The list of all transactions created for a contact can be viewed here. You can filter the list based on the transaction type and status.

Contact Transactions

Statement

You can generate the transaction statement of the customer/vendor for the given period. Here, you’ll learn about:

To view the statement for a contact:

Customer Statement

The Account Summary for a customer contact shows the:

Balance Due = Opening Balance + (Invoiced Amount - Amount Paid)

Vendor Statement

The Account Summary for a vendor contact shows the:

Balance Due = Opening Balance + (Billed Amount - Amount Paid)

Insight: The balance due will be carried forward to the next period as the opening balance.

Email Statement

To email a statement:

Contact Statement
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