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The Contact View page is divided into the following sections:

 

Section
Description
Actions

The following Actions can be taken for a contact:
Edit - Opens the Contact Edit page.
Email - Generates an email for the contact.
Email Login - Generates an email for contact to activate their account.

Contact
Information Boxes


These boxes provide general information about this contact.
Total Balance and Current Order - shows the total balance of all this contacts orders
Active Quotes - shows the total value of active quotes.
This Year - shows the total value of orders this year.
Last Year - shows the total value of orders last year.

Contact Details

This shows general details for this contact including:
  • Title
  • Phone Number
  • Fax
  • Email
  • Additional Contact Info (Facebook, Instagram, etc)
  • Billing Address
  • Shipping Address
  • Contact Tags
  • Online Ordering Role
  • Username
  • Portals


Note: Details will not not display if the contact has not provided that information (e.g. Phone Number will not display if the contact did not provide a phone number)



 
Stored Credit Card ProfilesThis shows any Stored Credit Card Profiles for this contact.

For more information, see Contacts - Financial.
FilesThis shows any Files for this customer.
  • New Files can be added by clicking on the + icon.
  • Files can be edited by clicking on the pencil icon.
  • Files can be downloaded by clicking on the download icon.
  • Files can be deleted by clicking on the garbage can icon.


For more information, see General - Files.
Notes

This shows any Notes for this customer.
  • New Notes can be added by clicking on the + icon.
  • Notes can be edited by clicking on the pencil icon.
  • Notes can be deleted by clicking on the garbage can icon.


For more information, see General - Notes.

Tasks

This shows any Tasks for this customer.
  • New Tasks can be added by clicking on the + icon.
  • Tasks can be edited by clicking on the pencil icon.
  • Tasks can be marked as completed by checking the box.
  • Tasks can be deleted by clicking on the garbage can icon.


For more information, see General - Tasks.
Orders

This shows any Orders for this contact.
  • New Orders can be created by clicking on the + icon.
  • A sub-action menu will open using the vertical ellipses.

For more information, see Orders.

QuotesThis shows any Quotes for this Contact.
  • New Quotes can be created by clicking on the + icon.
  • A sub-action menu will open using the vertical ellipses.


For more information, see Quotes.

Items

This shows any Items for this contact.

  • Hovering mouse over an item, a vertical ellipses will display. Clicking on the vertical ellipses will open a sub-action menu.


ActionDescription
SummaryThis allows for the item summary to be displayed. The summary is informational and cannot be printed.
EditThis will redirect you to the Item Edit page.
WorkorderThis allows for a workorder o be generated for printing or downloading.

Workorder document options can be customized. For more information, see Documents - Creating a New Document.
DeleteThis allows for the item to be deleted.