Contacts

Overview

  • The Contacts module lists all the people and companies related to your organisation. This list includes staff, customers, and suppliers.
  • The Contacts table contains fields for names and contact detail. The information that is linked to a contact can be extended by adding Roles which are in turn linked to datasheets.
  • Contacts can be linked to multiple Labels which are useful for CRM and reporting purposes.

Menu

There are two Contacts that can be added from the Fixed menu options to a Menu Group.

  • Contacts Viewer: Displays a list of staff, customers, and suppliers with their contact details.
  • Contacts: Displays contacts that are created for a specific reason, and includes the labels, roles, and linking features described below.

Links

  • Contacts can be linked to each other from the Edit Contacts interface. For example, by linking employees to a company or by linking next-of-kin to a person.
  • The Description field allows users to describe the relationship between linked contacts.

Contact Fields: Contacts Viewer

ℹ️ Contacts have a list view which displays the contacts' information. The contacts can only be edited in their respective modules. There is a shortcut to open a customer or supplier using the right-click context menu. However, staff can only be edited by going to My Organisation (e.g. Main Menu > Setup > My Organisation).

  • List View displays this information:
    • Status
    • Company
    • Name
    • Surname
    • Position
    • Telephone
    • Mobile
    • Email
    • Location
    • Created: The date on which the record was created.
    • Updated: The date on which the record was last updated.

Contact Fields: Contacts Module

ℹ️ Contacts have a List View which displays the contacts and an Edit View where contacts can be added.

  • List View displays this information:
    • Name
    • Telephone
    • Mobile
    • Email
    • Labels
    • Roles
  • Edit View allows additional fields to be capture such as addresses, ID numbers, birthdays, and nicknames.
  • Edit view also provides for Labels and Roles to be selected and for contacts to be Linked.

Settings

ℹ️ These settings apply to the Contacts Module and not the Contacts Viewer module

Navigation: Main Menu > Setup > Settings > General (tab)

  • CRM > Contact Labels:  Allows users to create labels to be added to contacts.
  • CRM > Contact Roles:  Allows users to create or edit roles. Datasheets can also be linked to roles and are displayed when a contact is opened. See example below.
  • CRM > Contacts - Generate 'List as': Allows users to specify how contacts should be listed. The options are:
    • FirstName
    • FirstName, Surname

Role - Patients

The Patient data sheet contains the fields that will normally be required by a medical practitioner.

  • Medical Aid: Name, Option, Membership No., Dependent No.  Main Member (Lookup from linked Contacts)
  • Medication - a memo field where you can list the current medication being used by the patient.
  • Allergies - a memo field where you can list the patient's allergies
  • Note