Skip to main content
Contacts
← Back
Throughout This Page
You can jump to the specified sections by clicking on these titles.

Overview

The Contacts functionality facilitates the establishment of a customer database within the Orders system. This tool efficiently searches for customers based on company name, customer name, or email address during order despatch. It aids in maintaining organised customer records, ensuring swift access to relevant information as needed.

Maintaining a customer database in Contacts saves time when entering customer details for new orders. Choose the customer from your Contacts list; the relevant information will automatically populate the designated fields.

In summary, the Contacts feature is a valuable tool for managing customer relationships and enhancing the efficiency of your order despatch process. This documentation comprehensively details the features of the contacts page. It provides instructions on accessing the page, utilising filters, establishing new contacts, overseeing contact management, and importing/exporting contacts using CSV files.

Search Filters

You'll see the filters at the top upon accessing the contacts page. These filters empower you to categorise contacts based on name and email.

Further options are available by selecting the "Filters" button on the right side, offering additional criteria such as date filtering for contact creation. The search narrows down to contacts created within that period by specifying a date range. To revert to displaying all contacts without filters, click the "Clear Filters" button. The "Save Active Filters" button allows you to save these parameters for frequently used filters.

Accessing the "Saved" tab in the top right corner permits retrieval and easy loading of saved filters. Deleting any saved filters is achievable by selecting the desired filter and clicking the "Remove Saved Filters" button.

Creating New Contacts

To create a new contact, start by selecting the "Create Contact" button. This action will redirect you to a new page, where you can input fundamental details such as the contact name and email address. Once you have provided this information, click "Click Contact." This action navigates you to the contact details section, where you can input additional data, including invoice details, shipping address, and company information. The "Notes" section allows you to record customer-related information.

It's important to note that any data entered on this page is automatically saved, eliminating the need for a separate save button.

On the lower-left side of the screen, an action bar is visible. The "back" button lets you return to the "Contacts" page. Additionally, utilising the "Quick Ship" or "Quick Order" buttons directs you to the order creation pages, pre-filled with the information of the current customer you were reviewing.

Actions

Located on the right side of each contact entry are action buttons, arranged from left to right, each serving a distinct purpose:

  • View: Permits you to examine and modify the details of the contact. It leads to the same page for creating a new contact, where you can input billing information, shipping address, and customer details.
  • One-off Shipment: Redirects you to the quick shipment page, automatically populating the customer information.
  • Create Order: Transports you to the order creation page, with the customer information pre-filled for your convenience.

Importing/Exporting Contacts

Access the details of the "Contacts Import/Export" action by clicking the corresponding button. The exporting section is situated at the bottom of the page. To download all your contacts in CSV format, click the highlighted "click here" text.

Alternatively, for importing contacts, click "Select file" at the top of the page and choose a ".csv" file. Subsequently, click the "Upload & Process File" button to initiate the column mapping.

The system will guide you in mapping the data by associating each column from the CSV file with the relevant field in the system. If a particular field is not applicable, leave it blank by opting for the "---" option. Once all critical areas are mapped, submit the data for import by clicking "Submit Mapped Data".

Deleting Contacts

Select the checkbox on the left side of the contact entry to remove a contact. Subsequently, locate the "Delete" button positioned at the lower-left corner of the page within the action bar. All designated contact entries will be promptly deleted upon clicking the delete button.

Exercise caution, as this delete operation has no additional confirmation step. Once the button is clicked, the contacts will be instantly removed.

Back to top