After the initial creation of a Contact, you will have the ability to enter additional information and parameters to customize your working relationship. This includes specialized accounting details, the ability to track Estimates and Orders, and a section for custom notes about this customer and their preferences.
Table of Contents
- Accessing a Contact
- Contact Heading
- Contact Details
- QR Code
- Files
- Quick Task
- Open Tasks
- Recent Activity
- Spend Summary
- Contact Insights
- Customer Portal Access
- Estimates & Orders
Accessing a Contact
To find and open a contact, navigate to Sales / Contacts.
1. Select the contact you want to view from the list. Clicking the contact name opens the contact detail page.
a. Use the Search box to quickly find a contact by name or other criteria.
b. Click the Settings icon (or list settings button) near the Contacts list to choose which columns are displayed on the screen and to enable Include Inactive if you want to see inactive contacts.
Contact Heading
At the top of the contact page is a heading area with quick information about the contact. What appears depends on the information you have entered.
a. Contact name – The name of the contact.
b. Status – The lifecycle of the contact (Lead, Prospect, or Client).
Contact Details
The contact page includes sections where you can view and edit contact information. This includes the information entered when the contact was created, plus linked companies, contact methods, and addresses.
a. Companies – A list of companies linked to this contact. Each company name is a link that opens that company. Primary and Billing are shown where applicable. Use the Connect button to link another company to this contact.
b. Contact methods – Email addresses and phone numbers (e.g., Office Main, Office, Personal, Home). Enter only numbers for phone fields; the system formats them based on Settings / System / Localization.
c. Addresses – Personal or contact addresses. Use Add Address to add a new address. You can edit or manage addresses using the options for each address.
d. To edit the contact name or other details, use the edit option (e.g., click the contact name or the edit control) to open the contact for editing.
Note: For contacts that are not linked to a company (standalone or Personal Account contacts), the contact page will not show a company list.
QR Code
Click the QR Code button at the top of the contact page to view or generate a QR code for this contact. The QR code can be used to quickly share or link to the contact (e.g., for events or mobile access).
Files
Click the Files button at the top of the contact page to view and manage files attached to this contact. You can upload, download, and organize documents in one place for this contact.
Quick Task
The Quick Task section lets you log a quick activity for this contact. Use the Email, Phone Call, or Visit button to record that type of interaction. This helps track when and how you have reached out to the contact.
Open Tasks
The Open Tasks section lists tasks associated with this contact that are not yet complete. If there are no open tasks, the section will indicate that (e.g., "No open tasks"). You can use this area to track follow-ups and work related to the contact. Use the add or create option in this section to add a new task when available.
Recent Activity
The Recent Activity section shows a list of recent actions or events for this contact (e.g., quick tasks, updates). If there is no recent activity, the section will indicate that. This gives you a quick view of the latest engagement with the contact.
Spend Summary
The contact page displays a Spend Summary with amounts such as Opportunity, Projected, Completed, and Total. These values summarize estimate and order activity for this contact across linked companies and help you see their business with you at a glance.
Contact Insights
The Contact Insights section shows key metrics for this contact, such as Last Order (date), Days Since Order, Avg Order Value, Total Orders, and Status (e.g., Active, Dormant). Use this to understand the contact’s ordering pattern and engagement level.
Customer Portal Access
The Customer Portal Access section shows whether this contact has access to the customer portal. If the contact does not have access, use the Grant Access button to send an invitation so the contact can sign in to the portal. If the contact already has access, you may see options to manage or rescind that access.
Estimates & Orders
The Estimates & Orders section shows a list of all estimates and orders for this contact. The table includes columns such as Number, Company, Description, Salesperson, Created, Total, and Status. Each row is labeled as EST (estimate) or ORD (order). Click a row or the estimate/order number to open that estimate or order. Use the search or filter options above the list, if available, to find a specific estimate or order. You can typically add a new estimate or order from this contact page using an add button when available.