Contact Information

This section describes the Contact Information. It provides detailed data management options for contacts, including addresses, contracts, documents, payments, roles, price lists, sites, work orders, and transactions.

Overview

The Contact Information screen consolidates all relevant details about a contact. Quickly view and manage contact data from a single interface.

Transactions

View contact transactions chart or as a list.

Views

Activity: Chart representing transactions.
List: Detailed listing of transactional activities.

Transactions

Transaction Information

Attribute	Description
Type	Transaction type (Invoice, Sale Order, etc.)
Transaction Date	Date of transaction
Amount	Financial value of transaction
Status	Transaction status (Paid, Draft, Issued, Complete)

Sites

Manage site-specific data associated with contacts.

Site Information

Attribute	Description
Status	Site status
Site Name, Site Address	Name and location of site
Type	Type of property (e.g., House, Flat)
Floor Level, Bedrooms, Key No	Specific site details
Rent	Rental amount
Contact, Email, Phone	Contact information for site

Actions

Edit icon : View or modify the site information.
New Site: Add new site for this contact.

Contracts

Manage contractual details linked to contacts.

Contract Information

Attribute	Description
Status	Contract status (Draft, Active, etc.)
Type	Type of contract (Landlord Lease, etc.)
Agreement Date	Agreement creation date
Start Date, End Date	Contract period dates
Auto Renew	Indicates automatic renewal
Amount	Contractual financial amount

Actions

Edit icon : View or modify the contract information.
New Contract: Initiate a new contractual agreement.

Work Orders

Track and manage tasks associated with sites.

Work Order Information

Attribute	Description
Priority, Status	Priority and status of work order
Site	Relevant site for work
Work Order, Type	Work order details and category
Reported, Scheduled Start, Actual End Date	Dates for work order management
Work Order Tasks	Specific tasks within work order

Actions

Edit icon : View or modify the work order information.
New Work Order: Generate new work orders.

Payments

View financial transactions related to the contact.

Payment Information

Attribute	Description
Payment Date	Date of payment
Amount	Paid amount
Transaction Fee	Fee related to transaction
Net Amount	Amount after fees
Payment Method	Method used for payment
Notes	Additional notes

Actions

Edit icon : View or modify the payment information.
New Payment: Record a new payment transaction.

Price Lists

Manage custom pricing lists for contacts.

Price List Information

Attribute	Description
Status	Active or Inactive
Name	Name of pricing arrangement
List Type	Type of pricing list i.e. Purchases or Sales
Valid From, Valid To	Date range for list validity

Actions

Edit icon : View or modify the price list information.
New Price List: Add new price lists.

Address

Manage the addresses associated with a contact.

Address Information

Attribute	Description
Type	Purpose of the address (e.g., Bill/Ship, Bill To or Ship To)
Street 1, Street 2	Detailed street information
City, County, Country	Geographical details
Postcode	Postal/Zip code
Phone, Fax No	Contact numbers
Primary Address	Indicator of primary usage

Actions

Edit icon : View or modify the address information.
New Address: Add additional addresses.

Bank Accounts

Address

Manage the bank accounts associated with a contact.

Account Information

Attribute	Description
Status	Account status - Active or Inactive
Bank Name	Name of the bank
Account Name	Name of the account specified at the bank
Sort Code	Account sort code
Account#	Account number

Actions

Edit icon : View or modify the bank account information.
New Bank Account: Add additional bank accounts.

Persons

Manage individual people linked to a contact.

Actions

Edit icon : View or modify the person information.
New Person: Create new individual person records.

Roles

Assign roles defining relationships and interactions.

Role Information

Attribute	Description
Role Type	Type of role (e.g., Customer, Supplier)
From Date, End Date	Duration of the role
Notes	Additional notes or description

Actions

Edit, Add Role: Manage roles for contacts.

Documents

Attach and categorize important documents.

Document Information

Attribute	Description
Name	Document file name
Description	Additional information about the document
Category	Category of document (e.g., Invoice Credit Note)

Actions

Upload: Upload new documents.
Download icon : Download the document.
Delete icon : Delete the document.

Additional Options

Edit Contact

Update contact information seamlessly:

Click the edit button .
Modify the details in the displayed form.
Click Save to apply changes.

Actions

Actions Button: Provides context-specific operations (e.g., deactivate contact).