Contacts module

Contacts module

Module 1: Contacts 

This module contains details about the contacts available in the Allotrac web application. The functionalities of the module are explained below in detail:  

Search option  

The search option allows the user to search the contact details by entering the company name as shown in the figure below:  

 

Dashboard 

When clicked on the option of the “Dashboard” the following Screen appears:  

 

This screen contains the following detailed functionalities:  

  1. Add new contact 

  1. View Contacts 

  1. Edit contact  

  1. Delete contact 

  1. Add terms 

Note: The functionality to “add new contact” and “view contacts” can be accessed directly from the main screen contacts dropdown menu. (Shown in the image below)  

 

Add new contact 

Here the user can add new contact. Upon clicking the “add new contact button” as shown in figure 5 the user will be redirected to the following screen.  

 

The add new contact has further four activities. These activities are namely:  

  1. Details 

  1. Sub contacts 

  1. Price 

  1. Notifications 

Each of the above mentioned are explained below in detail.  

Details 

The following screen shows the first part of the information needed while adding a new contact. It’s the basic information of the contact.  

 

Another functionality available in the add new contact – details tab (as shown in figure 6) is of notification. The notifications can be set from here (highlighted in red box), and from the notification tab. The notification functionality will be described in detail later.  

Mandatory Fields:  

  • Fields marked with an asterisk are mandatory 

Sub contacts 

Sub contacts is a small sub section of the add new contact module. This section has the functionality of a child contact against the main contact. Any contact can have one or more than one sub contacts. It also allows the user to add a new contact type. Shown below is the screen where sub contacts can be added:  

 

Mandatory Fields:  

  • No mandatory fields for this sub module 

** on clicking upon the new contact type following pop up screen will appear, which will allow the user to add an additional contact type.  

 

Price 

In this tab the user can add products and their prices. Upon clicking the add product tab in the screen shown below a pop-up window will open containing list of products existing in the system (as shown in figure 13)  

 

Once the products are added, the screen shown in figure 12 shall be updated and will display the following:  

 

Mandatory Fields:  

  • No mandatory fields for this sub module 

Notifications 

This tab allows the user to set the notifications for the contact. The user can either set the global setting for notifications which are set via the system level settings module or can set customized. Shown below are the notifications settings for both default and custom functionalities:  

 

In case where the notification type is selected as custom, this will allow user to set customs notifications settings for the contact and all of its relevant sub contacts:  

 

Mandatory Fields:  

  • No mandatory fields for this sub module 

View contact 

The view contact module allows the user to view the list of already added contacts. On this screen once again, the user is provided with the ability to add new contact. The screen below shows the features available in the view contact module.  

 

In this section it’s important to understand that MYOB, and Xero are third party external tools used for invoicing. They contain contact information as well and the data entered there can be imported in Allotrac web application.  

Upon clicking on the functionalities of Edit contact and Delete contact as shown in Figure 4 the user will be redirected to the page of view contacts and will be able to delete and add contacts as shown in Figure 17.  

Mandatory Fields:  

  • No mandatory fields for this sub module 

Terms 

Here the user can add the terms for the contact. Terms can include any type of message. This is similar in nature to terms and conditions. Shown in the figure below is the process of adding terms, which will be reflected in the contact information as shown in section Add new contact – Details.  

 

Mandatory Fields:  

  • No mandatory fields for this sub module 

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