Manage Contacts

Add A New Contact

1. The user browses the Contacts Module-> clicks ‘Add’ and selects ‘Contact’;
2. The system will open the ‘New Customer screen that displays the following fields and widgets:
   1. First name field- required;
   2. Last name field- required;
   3. Full name field- required;
   4. User groups drop down. The user can select one of the options available or add a new user group;
   5. Salutation field;
   6. Organizations drop down;
   7. Birthday date picker;
   8. Time zone drop down;
   9. Default language field;
   10. Taxpayer ID;
   11. Preferred communication;
   12. Preferred delivery;
   13. Widgets:
       1. Addresses;
       2. Emails;
       3. Phones;
       4. Changes.
   14. ‘Create’ button disabled by default.
3. The user fills out the form and clicks the ‘Create’ button, which becomes active when all required fields are filled out;
4. The system will create the new Contact;
5. If the customer belongs to an Organization, his name will be displayed inside the Organization;
6. If the customer does not belong to any Organization, his name will be displayed on the Contacts & Organizations list when the Contacts Module is browsed.

Edit Contact Details

1. The user opens the Contacts Module and selects the Contact;
2. The system will open the Contact details in editable format;
   1. All fields and widgets are editable;
   2. The system displays additional widgets: 1. Accounts; 1. Dynamic properties; 1. Changes; 1. Indexing.
3. The user makes the editing and saves the changes;
4. The system will save the changes and display the updated Contact.

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Last update: February 1, 2024