How to Create Contacts
Create contacts in CloudOffix:
Beginning with the ‘App Drawer’ screen, click the ‘Contacts’ app.
Then click on the ‘New’ button located on the top left of the screen.
We can complete the contact card for individuals or companies, just by checking the relevant radio button. We will continue with the ‘individual’ contact form for this video.
Fill in the name field, which is mandatory.
Write the company name for the contact.
If the company is in your system, you can select it from the list in the drop-down menu.
If not, then select ‘create and edit’, and a pop-up screen will appear, where you fill the company details.
If you have a Google maps integration set up, address, phone number and website fields fill automatically when you have typed the company name.
For some countries, the tax section is necessary, so, if you’re in one of those countries, you may fill in this section.
Tags are convenient to use later for filtering and search purposes. If we want to search for a specific contact through too many contacts, we can use tags and filter through easily. For example, I can tag all contacts per location, industry etc. and later when I’m searching, I can narrow my search and ultimately easily find all contacts with the relevant tag.
If you have an email, enter it in this field. CloudOffix has an email validation system which helps in collecting valid contact data which avoids spam.
The website address for your contact if they have one. It could be their personal website, or the company they work at.
Choose language from the drop-down menu.
At the bottom of the page there are some tabs. Let’s explore what they are.
In the ‘Contacts and Addresses’ tab, we can enter details for contacts of our contact. Think of it like the ‘friend of a friend’ section.
Just click the ‘new’ button and fill in the details just as we did for this contact.
The ‘internal notes’ tab is where we add any notes we have about our contact for later reference.
The ‘sales and purchases’ tab gives us details of whether our contact is a customer or a vendor.
If they are a customer, then we need to fill in the details regarding ‘Sale’, or Purchase if they are vendor.
Once all the necessary information is complete, click the ‘Save’ button.
Congratulations! You have just created a contact.