Contacts
Contacts in the application represent individuals associated with a customer. These could be employees, representatives, or any other relevant people connected to a business. Each contact entry stores essential details such as personal information, contact details, and classification categories.
💡 Note: A customer must be created before adding a contact. Contacts are always linked to customers to ensure proper association.
Contact Management
Managing contacts is a key part of maintaining business relationships. The following actions allow you to effectively handle your contact database:
| Action | Description |
|---|---|
| Add Contact | Create a new contact and link it to an existing customer. |
| Edit Contact | Modify the details of an existing contact. |
| Delete Contact | Permanently remove a contact from the system. |
Contact Attributes
Below are the key attributes used to manage individuals linked to a customer:
Example view of contact
Personal Information
| Attribute | Description | Example |
|---|---|---|
| First Name (Required) | The first name of the contact. | John |
| Last Name | The last name of the contact. | Smith |
| Customer (Required) | The company associated with the contact. | ABC Corp |
| Tags | Labels for categorizing contacts. Default tags: Important, Partner, Needs Review. Additional tags can be added in Tags - settings. | Important |
| Main Contact | Specifies if this is the primary contact for the customer. | Enabled |
Contact Details
| Attribute | Description | Example |
|---|---|---|
| Type (Required) | Type of contact (Email, Phone, etc.). | |
| Value (Required) | The actual contact detail. | john.smith@example.com |
| Category (Required) | The category of the contact (Home, Work, Other). | Work |
Managing Contacts within Customers
Contacts can be managed directly within the Customers module, ensuring they are properly linked to their respective companies. See Customers Guide for details.
💡 Key Difference: Contacts and Customers are distinct entities.
- Customer 🏢 → A company or business entity.
- Contact 👤 → An individual associated with a company.
