Create or Edit a Contact - Smarter Sales & Inventory Management | Zayls

by Zayls
3 years ago
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Knowledge Base Accounts | Create or Edit a Contact

Create or Edit a Contact

You can create a new contact in two ways:

  • In the Customers & Suppliers account window
  • In the Contacts Overview

Create a New Contact in the Customer & Suppliers Account:

  1. Select an existing Account that you want to add a contact person information.
  2. Click Contact Persons.
  3. Click New Contact.

4. In the New Contact window, the Account is automatically tagged, so you can just enter the new contact’s Name. You also have an option to enter the new contact’s Position, Contact Number, Email, and Branch.

5. Once you are done, click Save to save the new contact or Cancel to terminate the form. A message will appear if the contact is created successfully.

Create a New Contact in the Contacts Overview:

  1. In the Contacts Overview, click New Contact.

2. In the New Contact window, enter the new contact’s Name and Account. You may also enter the Position, Contact Number, Email and Branch.

3. Once you are done, click Save to save the new contact or Cancel to terminate the form. A message will appear if the contact is created successfully.

Edit Contact Details:

3. Edit the desired details you want to update and once you are done, click Save to save the changes or Cancel to retain the original details. A message will appear if the contact is updated successfully.

If you are not able to Create or Edit a Contact, that means the admin did not give you access to Contacts – Modify. To know more about user roles, click here.

Add Comments in the Contact:

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Contact record, scroll down to the Comments section.
  2. Enter your message in the Comment.
  3. To add an attachment such as photos or documents, click Add attachment. A Dialog asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once you are done, click Post. A successful message will appear and the new comment will appear on top of the conversation.

Edit or Delete a Comment:

  1. Find the particular comment you want to edit or delete.
  2. Click .
  3. Choose Edit to change the message or Delete to remove the message.

Only accounts with admin account type can delete comments made by other regular users.

Related Article: Delete a Contact