Contact Types & Roles
Assign your contacts to a type to easily define what type of contact they are. Set the parameters for these contact types by adding the payment terms and staff access levels for these contacts.
Add contact roles to assign roles to individual persons within an organisations contact.
Please note: to setup a contact, you must allocate a contact type.
Create or Update a Contact Type
- Access the Settings tab from your user menu panel.
- Click into 'Contacts' then 'Types'.
- Click 'Create'.
- Name your Contact Type.
- Choose if all or selected staff can access this contact.
- Set your payment terms for bills.
- Set your payment terms for invoices.
- Set a discount if applicable.
- Finalise by clicking 'Create'.
Information: leave the payment terms blank if you want these to go to your default.
Updating a Contact Type: follow steps 1-2 above, click 'Update' and make any changes required, finalise by clicking 'Save Changes'.
Tip: update multiple contact types by selecting the contacts you need to change, use the 'With Selected' dropdown and choose 'Change Type'.
Create or Update Contact Roles
A contact could be an organisation that is a supplier, building company etc. You can then add the persons within this organisation to jobs and leads and assign their roles, allowing your staff to easily find out who they need to contact. See 'Adding Additional Contacts'.
