The Contact View page is divided into the following sections:
Section
| Description
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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.
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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.
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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)
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Stored Credit Card Profiles | This shows any Stored Credit Card Profiles for this contact.
For more information, see Contacts - Financial.
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Files | This 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.
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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.
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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.
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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. |
Quotes | This 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.
Action | Description | Summary | This allows for the item summary to be displayed. The summary is informational and cannot be printed. | Edit | This will redirect you to the Item Edit page. | Workorder | This 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. | Delete | This allows for the item to be deleted. |
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