This article is a general overview of the Contact module and will go over the various functionalities of the module.
Top Screen Buttons
Contact type
 |
Contact: allows you to view customers. |
 |
Company: allows you to view companies. |
Contact/Co.
 |
Add a contact |
 |
Edit contact |
 |
Copy contact |
 |
Delete contact |
 |
Print customer label |
It’s impossible to delete a contact with active invoices. We recommend that you write a letter “z” in front of their name until their invoices are paid in full. Once everything is settled, you’ll be able to delete it.
Functions
|
Bring contact to invoice |
 |
List of actions performed on this contact |
 |
Refresh contact information |
 |
Print list |
 |
See reports |
 |
Display accounts receivable |
 |
Send account statement by Email |
 |
Display Consignments |
History
 |
Allows you to see your search history |
Search Area
You can search for your customer in the search bar on the left. All results related to your search will appear to the right of your screen. The Funnel icon allows you to activate the search filters.
Search Results
In this part of your screen, you can see the following customer information:
- Their name in the top left
- Notes on their commercial activity
- Address notes
- Picture
- Notes
In the center of your screen, you have more information about that contact:
- Email Address
- Membership status
- Contact number
- Preferred language
- etc.
Transaction History
Below you will find a handful of tabs; each with their own purposes. The first one is Statistics.
- Statistics:
- Created by
- Private or public
- Current credit (green)
- Line of credit (in red)
- Consignment due
- Total purchases
- Total credit given
- Total credit used
- Total money given
- First and Last visit
Explanation of the customer Tabs
- Invoices: Lists all of the contact’s invoices
- Rentals: Displays the contact’s ongoing rentals
- Orders: Displays the contact’s orders
- Repairs: Displays the contact’s repairs
- Accounts Receivable: Displays the contact’s account receivable
- Consignments: Displays the contact’s consignments
For company type contacts, you’ll see 3 additional tabs: Supplier order, Back order and Supplier purchase.
Navigation
 |
Allows you to search per item, invoice or payment |
 |
Navigate by category |
 |
Perform Search |
 |
View details |
 |
Rental return |
 |
Filtrer results |
 |
Show notes |
Invoice
 |
Preview the invoice |
|
Print invoice |
 |
Attached files |
 |
View customer |
Actions
 |
Finalize the invoice |
 |
Preview the completed order |
|
Edit invoice |
|
Actions performed on this invoice |
 |
Cash drawer summary |
|
Cancel this invoice |
Tools
|
Refresh |
 |
Print list |
 |
Switch to full screen |