Contacts can be linked to Prospects, Customers or Suppliers. Contacts are recorded in Salesorder as Contact Documents.
To access Contacts in Salesorder, go to: ORGANISER > Contacts
Create new Contact
Contacts can be created via Prospect, Customer or Supplier Master.
Contacts can also be created independently without linking them to Prospects, Customers or Suppliers.
A new Contact can be created usng the following actions:
Import Contacts |
Salesorder allows you to bulk import Contacts using an Excel template. Go to: SETUP > Import Data > Contacts You can use the Import functionality to import all your Contacts data into Salesorder. To learn more about the import functionality, refer Import Data After running import, to verify all imported Contact records, go to: ORGANISER > Contacts > List All Contacts |
Use Contact Master |
To manually create a new Contact in Salesorder, go to: ORGANISER > Contacts > + |
Use Prospect Master |
You can create new Contacts in Salesorder using the Prospect Master. New Contacts created through Prospect Master are linked to the selected Prospect. To add a new Contact to an existing Prospect, go to: SALES > Prospects > Select Prospect > Actions > New Contact To find all Contacts linked to a Prospect, go to: SALES > Prospects > Select Prospect > Find > Contacts OR SALES > Prospects > Select Prospect > Contacts tab |
Use Customer Master |
You can create new Contacts in Salesorder using the Customer Master. New contacts created through Customer Master are linked to the selected Customer. To add a new Contact to an existing Customer, go to: SALES > Customers > Select Customer > Actions > New Contact To find all Contacts linked to a Customer, go to: SALES > Customers > Select Customer > Find > Contacts OR SALES > Customers > Select Customer > Contacts tab |
Use Supplier Master |
You can create new Contacts in Salesorder using the Supplier Master. New Contacts created through Supplier Master are linked to the selected Supplier. To add a new Contact to an existing Supplier, go to: PURCHASING > Suppliers > Select Supplier > Actions > New Contact To find all Contacts linked to a Supplier, go to: PURCHASING > Suppliers > Select Supplier > Find > Contacts OR PURCHASING > Suppliers > Select Supplier > Contacts tab |
Contact Document: Configuration
To configure Contact document, go to:
SETUP > Configuration > Contact
Or
ORGANISER > Contacts > Select Contact > Configure
The following configuration options are available:
New Contact Type | Contacts are categorized using Contact Types. They give an additional dimension to Contacts. Some examples of Contact types are CEO, Purchase Manager, Decision Maker, etc. Contact Types is a configurable list. Using this option, you can configure a new Contact Type. |
Customize Fields | A Contact document consists of fields, sections and tabs. The Salesorder app allows you to customize all the parts of the document. If you don’t have all of the fields (or the functionality) you need, you can add custom fields to store and use additional data. To customize fields, sections and tabs in the document, refer to Using Customization |
Contact Types | View | Edit list of Contact Types defined in the system. |
Contact Document: Reference
Fields |
|
| Company | Using this field you can create a Contact independently or link it to an existing Customer or Supplier in Salesorder. To create a Contact independently, leave this field blank. To link the Contact to a Customer | Supplier, use this field to find the appropriate Customer | Supplier to link. |
| Owner | The user creating or owning this document. To learn more, refer Using Owners |
| Tabs | |
Details |
This tab is used to store the contact details. First Name field in this tab is mandatory. |
Memos |
You may track or schedule events or assign tasks using memos. For example: You can schedule a meeting or assign a task to a team member using memos. For more details, refer Using Memos |
Notes |
Under this tab, you can add comments or notes that you want people with access to this document to see. |
| You can send and receive emails from Outlook, Google and other mail systems. Email is automatically filtered at the Customer contact level, so you only see and can send emails related to the Customer and its contacts. For more details, refer Using Email. | |
Classification |
Classifications are used to segment data within your business. If you do not categorize data, simply ignore the Classification tab on all Documents. For more details, refer to Using Classification |
Contact Document: Settings
The document settings are available when creating | editing | viewing a Contact document (create | edit | view mode).
The following settings are available:
Save(available in Create | Edit mode) |
Saves the Document. |
Save and New(available in Create mode) |
Saves the new Contact details and refreshes the screen for creating the next Contact. |
Edit(available in View mode) |
Switch the Document to edit mode. |
Configure(available inCreate | Edit | View mode) |
Takes you to the Contact Document configuration screen. Discussed in the Configuration section in this article. |
Take Ownership(available inEdit | View mode) |
You can transfer document ownership using this option. |
Delete(available inEdit | View mode) |
Delete the Contact. |
View mode) |
You can send emails directly from the Contact document. To learn more , refer Using Email |
Help(available inCreate | Edit | View mode) |
Takes you to the Salesorder help documentation. |
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