Contact
Contact represents a person.
Contact may be associated with a Lead, Customer, Supplier, Shareholder, Sales Partner, or a User.
You can also add a contact as a standalone record without linking it to any of the entities listed above.
To access the Contact list, go to:
Home > CRM > Sales Pipeline > Contact
1. How to Create a Contact
- Go to the Contact List and click on New.
- Enter First Name and Last Name.
- Choose the status of the contact is passive, is open to contact, or has replied.
- Enter contact details like email, phone, etc.
- Save.
You can also add a Contact from the Customer or Supplier record by clicking on the “New Contact” button as shown below.
When you have multiple contacts against an entity like a customer/supplier, you can check 'Is Primary Contact' to indicate the preferred contact. The primary contact will be chosen automatically in transactions like sales orders and sales invoices.
To import multiple contacts from a spreadsheet, use the Data Import Tool.
2. Features
2.1 Link a Contact to Multiple Entities
Contact may be linked to multiple customers or multiple suppliers.
A contact can also be linked to customers and suppliers at the same time.
2.2 Invite the Contact as a User
You can allow contacts of your customers and suppliers to log into your TechoERP system and view data relevant to them. Check Customer Portal for more details on this. You can send an email invitation to contact by clicking on the 'Invite as User' button.
