Contacts

The Contacts Dashboard is the central place where all contacts are stored, viewed, and managed. It provides visibility into customer and supplier information, along with tools to filter, edit, and organize contacts efficiently.

Key Components

• Contact Table
  • Displays all contacts with key details such as Name, Contact Type, Primary Contact, Email, Phone, Country, and Contact Group
• Filters and Search
  • Each column includes filtering options to quickly locate specific contacts.
• Segmentation Tabs
  • All - Displays all contacts
  • Suppliers - Shows only supplier contacts
  • Customers - Shows only customer contacts
• Actions
  • + Add Contact - Create a new contact
  • Bulk Select & Delete - Remove one or multiple contacts
  • Pagination Controls - Navigate through large datasets

Best Practices

• Use filters and segmentation instead of manually scanning long lists
• Keep your contact list clean and updated to maintain usability
• Avoid duplicate entries by checking existing contacts before creating new ones

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Creating a New Contact

The New Contact Form allows users to add and store new contact records, including company or individual details, addresses, and communication information.

Steps

1. Navigate to Contacts
2. Click + Add Contact
3. Fill in General Information
   • Select Contact Type (Customer or Supplier)
   • Enter Contact Name
   • Select or create a Contact Group
4. Enter Primary Contact Details
5. Fill in Shipping Address
6. (Optional) Enable Same as shipping address for billing
7. (Optional) Add Tax Information
8. (Optional) Add Secondary Contact Details
9. Click Create

Best Practices

• Use consistent naming conventions for easy searching
• Reuse existing Contact Groups whenever possible
• Only fill in necessary fields to keep records clean
• Ensure at least one valid contact method (email or phone) is provided

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Contact Groups

Contact Groups are used to categorize contacts for better organization and filtering.

Steps

1. Click the Contact Group dropdown
2. Select an existing group
3. To create a new group:
   • Type a new name
   • Click Add new contact group
   • Type new category
   • Confirm using the check icon

Best Practices

• Keep group names standardized and meaningful
• Avoid creating duplicate or similar group names
• Use groups for clear segmentation (e.g., Company, Individual, Distributor)

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Viewing Contacts

The View Contact Page displays all saved information for a selected contact in a structured, read-only format.

Steps

1. Navigate to Contacts
2. Click a Contact Name
3. Review contact details across sections:
   • General Information
   • Primary Contact Details
   • Address
   • Tax Information
   • Secondary Contact Details

Best Practices

• Use this view to quickly verify contact information before making changes
• Review all sections to ensure completeness and accuracy

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Editing a Contact

The Edit Contact function allows users to update existing contact information.

Steps

1. Open a contact from the list
2. Click Edit
3. Update required fields
4. Click Save

Best Practices

• Double-check critical fields like email and phone before saving
• Avoid unnecessary edits to prevent data inconsistencies
• Keep address and tax information accurate for operational use

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Deleting Contacts

The Delete Contact function permanently removes selected contacts from the system.

Steps

1. Select one or more contacts from the table
2. Click the Trash/Delete icon on the top right portion of the table
3. Confirm deletion in the modal

Best Practices

• Carefully review selected contacts before deletion
• Avoid deleting active or frequently used contacts
• Use deletion sparingly as this action cannot be undone