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1.Contacts

Dashboard

  • Contact dashboard will be shown as below image:


  • Click on left side Menu List → Click on Contacts→ by default Companies tab is displayed → Click on +Company button.


    1.1.1.Steps to Add New Group

  • Click on left side Menu List → Click on Contacts → Click on Groups tab→ Click on +Group button.
  • To create new group:
  • Click on +Group icon, Form will be displayed as per below image.
  • Enter all required details.
    1.Group: Enter the Group name.
    2.Type: Select Type using dropdown.
    3.Category: Select Category using dropdown.
    4.Group Code (E.g- de,cg): Enter the Group code.
    5.Date of Establishment: Select Date.
    6.Sub Category: Enter the Sub Category.
    7.Email: Enter the Email id.
    8.Landline: Enter the Landline no.
    9.PAN No: Enter the PAN no.
    10.GST No: Enter the GST no.
    11.Owner: Enter the Owner.
    12.Website: Enter the Website.
    13.Tags: Enter the Tags
  • After that click on Address tab:
  • Enter Address 1, Country 1, Zipcode 1
  • Enter Address 2, Country 2, Zipcode 2
  • Enter Address 3, Country 3, Zipcode 3
  • Enter all the details. and Click on Submit button.

  • To edit or view record, it will displayed image as shown below:


  • For edit info tab form will get open as per the below image.
  • Enter all required details.


  • For edit address tab form will get open as per the below image.
  • Enter all required details.


  • After filling all the mandatory fields click on the Update button. On click of submit, the contact will be added successfully.
  • For view group tab form will get open as per the below image.


    1.1.2.Steps to Add New Company

  • Click on left side Menu List → Click on Contacts → Click on Companies tab→ Click on +Company button.
  • For Default tab form will open as per the below image.
  • After clicking on the +Company form it will get open as per the below image.
  • While Adding Company, we need to fill all mandatory fields.
    1.Name: Enter the Company name.
    2.Group: Select Group using the dropdown.
    3.Company Type: Select Business Type.
    4.Category: Select Category using dropdown.
    5.Email: Enter the Email id.
    6.Mobile: Enter the Mobile no.
    7.PAN No: Enter the PAN no.
    8.GST No: Enter the GST no.
    9.Alternate Email: Enter the Alternate Email id.
    10.Phone: Enter the Phone no.
    11.Website: Enter the Website.
    12.Fax: Enter the Fax.
    13.Owner: Enter the owner.
    14.Demography: Select Demography using dropdown.
    15.Tags: Enter the Tags.
    16.Remarks: Enter the Remarks.
    17.Client CRN:Enter the CRN no.
  • After filling all the mandatory fields click on the Submit button. On click of submit, the company will be added successfully.

  • Added company is displayed in Reports as shown in the below image.


  • On click of the View icon, users can view company details.
  • On click of the Edit icon, users can edit company details.
  • On click of the Edit Company icon,users can edit company details.

  • Edit Company form will get open as per the below image
  • After filling all the mandatory fields click on the Update button. On click of submit, the contact will be added successfully.
  • For view company tab form will get open as per the below image.


    1.1.3.Steps to Add Contact

  • Click on left side Menu List → Click on Contacts → Click on Contact → Click on +Contact button

    1.Name: Enter the Contact name.
    2.Client/Company: Select company using dropdown.
    3.Designation: Select Designation using dropdown.
    4.Mobile: Enter the Mobile no.
    5.Email: Enter the Email id.
    6.Gender: Select Gender using dropdown.
    7.Alternate Email: Enter the Alternate email id.
    8.Date of Birth: Select Date of Birth.
    9.DOB: Enter the DOB.
    10.Remarks: Enter the Remarks.
  • After filling all the mandatory fields click on the Submit button, Database will be updated successfully.

  • Click on the Address tab form will open as per the below image.

    1.Address: Enter the Address.
    2.Street: Enter the Street.
    3.City: Enter the City.
    4.State: Enter the State.
    5.Zincode: Enter the Zincode.
    6.Country: Select Country using dropdown.
  • After filling all the mandatory fields click on the Submit button. On click of submit, the contact will be added successfully.

  • Added contact is displayed in Reports as shown in the below image.


  • On click of the View icon, users can view contact details.
  • On click of the Edit icon, users can edit contact details.

  • For Edit info tab form will get open as per the below image.
  • Enter all required details.
  • For Edit address tab form will get open as per the below image.
  • Enter all required details.
  • After filling all the mandatory fields click on the Update button. On click of submit, the contact will be added successfully.
  • For view contact tab form will get open as per the below image.


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