Contacts

• This module serves as a centralized database for storing and organizing contact-related data, and it is a crucial part of customer relationship management (CRM).
• The Contacts Module in an ERP system helps organizations effectively manage their interactions with customers, suppliers, partners, and other stakeholders.

Step:

• Go to the Contacts Module.
  
  
  
• After clicking on Contacts module, user will be redirect to the Companies tab as shown in below image.
  
  
  

  1. Companies:

• We have the Companies tab for creating companies details.
• Based on the sidebar we can easily get filter the record as per Partners.
• It serves as a central repository for maintaining records and details about the various companies
• For creating companies please follow the below steps:
  Step:
• Click on the +Company button, company creation form will get open as shown in the below image
  

  Enter the required details.

• Name: Enter the name of the company.
• Partner: Partners appear from the partner tab when you pick a partner using the dropdown.
• Company Type: Select one or more company types by using the checkbox.
• Industry: Select industry using the dropdown.
• Email: Enter the company email id.
• Mobile: Enter the mobile number.
• Client CRN: Enter the CRN number.
• Primary Demography: Select Primary Demography option using dropdown.

  Additional details can be add while creating Company:

  
• Alternate Email: Enter the alternate email id.
• Phone: Enter the alternate phone number.
• Assigned To: Choose the name of the sales team member to whom the customer/company is assigned.
• Fax: Enter the fax.
• Owner: Enter the name of company owner.
• Website: Enter the website (if the website is available).
• Tags: Enter the tags.
• Remarks: Enter the remarks.
• PAN No.: Enter the company PAN number.
• GST No.: Enter the company GST number.
• After adding company user can edit or update company details using pencil icon.
  
• While viewing specific company details, additional features can be added in the info view.
  1) Info: The information that we added to the form is visible in this tab:
  
  2) Address: In address tab, the user can enter multiple address types.
  
  3) Social: In social tab, the user can enter multiple social types.
  
  4) Bank Details: In bank details tab, the user can enter multiple bank details.
  
  5) Contacts: In contacts tab, the user can enter multiple contacts details.
  

2. Partner:

• We have the Partner tab for creating partner details.
  
• Based on the sidebar we can easily get filter the record as per Partner type.
• For creating partners please follow the below steps:
  Step:
• Click on the +Partner button, partner creation form will get open as shown in the below image.
  

  Enter the required details.

• Partner: Enter the name of the partner.
• Partner Type: Select partner type using dropdown.
• Industry: Select Industries using dropdown.

  Additional details can be add while creating partners:

• Partner Code (E.G- De,Cg): Enter the Partner Code.
• Date Of Establishment: Specify the date of establishment of the partner.
• Sub Category: Enter or auto suggest partner category.
• Email: Enter the partner email id.
• Landline: Enter the landline number.
• Website: Enter the website.
• Tags: Enter the tags.
• PAN No.: Enter the partner's PAN number.
• GST No.: Enter the partner's GST number.
  • After entering all the partner details in the 'Info' tab, click on the Address tab.
    
• Address: Enter the address of the partner.
• Country: Select country using dropdown.
• Zipcode: Enter the zipcode.
• After adding partner user can edit or update partner details using pencil icon.
  
• After adding partner user can view partner details using eye icon.
  

3. Contacts:

• We have the Contacts tab for creating contact details.
  
• Based on the sidebar we can easily get filter the record as per company.
• For creating contacts please follow the below steps:
  Step:
• Click on the +Contact button, contact creation form will get open as shown in the below image.
  

  Enter the required details.

• Name: Enter the name of the contact.
• Company: Company appear from the companies tab when you pick a company using the dropdown.
• Designation: Enter the designation.
• Email: Enter the contact email id.
• Mobile: Enter the mobile number.

  Additional details can be add while creating partners:

• Gender: Select the gender using dropdown.
• Alternate Email: Enter the alternate email id.
• Alternate Mobile: Enter the alternate mobile number.
• DOB: Specify the date of birth.
• Remarks: Enter the remarks.
• Linkedin Profiles: Enter the Linkedin Profile.
  • After entering all the contact details in the 'Default' tab, click on the Address tab.
    
• Address: Enter the address.
• Street: Enter the street.
• City: Enter the city.
• State: Enter the state.
• Zipcode: Enter the zipcode.
• Country: Select country using dropdown.
• After adding contact user can edit or update contact details using pencil icon.
  
• After adding contact user can view contact details using eye icon.