You can add, review, and edit your Contacts from the Sales Module/Customers/Contacts.
Note: A star next to a name indicates the primary contact for this company.
A. After clicking on a contact, you’ll see this snapshot of their important information at the top of the page.
B. Hover over the icon next to the contact’s name to see their status.
Note: Contacts can be Leads, Prospects, or Customers.
If the customer is “stale” they haven’t placed an order within the time designated on Settings/Sales/CRM Options.
C. This is the contact’s email address, phone number, and job/position.
D. If you hover over the company name, you will see the company’s contact info.
In the top right corner of the contact's page, you’ll see an email icon and the More Actions ellipsis.
E. The email icon shows you different Email Templates, including a blank template, that you can use to communicate with this person.
F. The More Actions ellipsis shows you options to add a new contact, clone this contact, or set the contact inactive.
Note: You cannot delete contacts.
Additional Options
A. The Contact Details tab is where you can update basic contact information.
B. If you have entered a company on the Contact Details page, the Company tab will appear. Here you can review and edit the same information as you would find on this company’s detail page.
Note: If this contact is associated with more than one company, you will see a list of the companies but you won’t be able to edit them individually from this tab.
C. The Estimates and Orders tabs let you review, edit, and create new estimates and orders for this company.
D. The Custom Fields tab is where you can add elements to your Contact Details page if you have set up Custom Fields from Settings/Customer Fields/Contact Details.
E. The Files tab is where you can upload documents or other files that you want to store for this contact.
