Contacts Default View
QuickEasy BOS allows users to create an address book of all their Staff, Customers, Suppliers, and other contacts. This address book is named Contacts.
There are two List Views which display a list of Contacts with key information. Edit View allows users to add or edit the information (if they have the required authority).
Contacts can be opened from other modules such as transactions. However, in those cases a popup form is opened that has limited functionality.
Navigation: Main Menu > Setup > Contacts > Menu (button) > Default
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of entries as per the selected data filters. |
| Arrow on View Button | Reset Data Filter > Resets all the data filters. |
| Recent | A dropdown list of recently viewed records for quick access to those records. The button is supressed if no records were recently viewed. |
| New | Creates a new Person or Entity. Select Person for an employee. Select Entity if the contact is a Customer or Supplier. |
| Output | Prints, previews, or exports the selected report if Output Templates are added. Allows the display to be exported in .xlsx, .csv, or .htm format. |
| Actions | Allows for changes to be made to multiple records that can be selected using Ctrl + Left Click. The options are: – Batch Update > Category: Allows categories to be added or removed for all the selected records. – Format: Formats the description so each word starts with an uppercase letter, and the rest is in lowercase. |
| Menu | Views – Default – Addresses Settings – User Access – Edit Statuses (Customer) – Edit Statuses (Supplier) –Edit Statuses (Asset) – Edit Attributes – Edit Accounting (Accounts, VAT Types, Currencies, Credit Terms, Bank Profiles) – Edit Billing Methods – Edit Categories – Edit Positions Layout |
Filters Explained
| Filter | Description |
|---|---|
| Date | A dropdown list with date options (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the Date in the direction of the arrow. |
| Date … to … | Allows users to set their own Dates (based on the selection under Set). |
| Created Radio Button | When selected only records created during the selected period are displayed. |
| Updated Radio Button | When selected only records updated during the selected period are displayed. |
| Category | A dropdown list to select a specific Category or All. |
| Type | A dropdown list to select the type of Entity. The options are All, Person, or Entity. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| Type | A graphical representation of whether the contact is a person or organisation. |
| Forenames | The First Name/s of the person. |
| Surname | The Surname of the person. |
| Title | The person’s Job Title. |
| Name | The name of the Contact which can be the full name of the person or the name of a business. |
| Known As | The person’s Nickname or the organisation’s Trade Name. |
| ID No. | A government-issued number that identifies the person (e.g. Identity or Social Security Number). |
| Categories | The categories that were selected for the contact. |
| Telephone | The contact’s Telephone Number. For the call or message features to work on the mobile app, the number must be in the international format (e.g. +00 82 123 4567). |
| Mobile | The contact’s Mobile Number. For the call or message features to work on the mobile app, the number must be in the international format (e.g. +00 82 123 4567). |
| Messaging Number | A field to enter the contact’s Messaging Number (e.g. WhatsApp or Line). The name of the default app is a General Setting. |
| The contact’s Email Address. | |
| Website | The contact’s Website URL. |
| Customers Checkbox | If checked, the contact is a customer. |
| Suppliers Checkbox | If checked, the contact is a supplier. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The User who last updated the entry. |
| Widget | Right click a record to see the submenu. The options are: – View/Edit Notes & Attachments: Create or view notes and attachments. – Edit Contact: Allows the entry to be edited. – Delete: Deletes the entry. Contacts can be deleted whether or not they have been used. A confirmation message advises of the contact’s use. Deleted contact records are sent to the recycle bin. |
Learn More
- Contacts Addresses View: Explains the interface for viewing a list of contacts with address details.
- Contacts Edit View: Explains the interface from which contacts are created.
- Contacts Tutorials Creating and Editing: These tutorials explain how to create and edit contacts.
- Contacts Tutorials Viewing: These tutorials explain the different views and related functions that are available for contacts.
- Customer Records List and Edit Views: Explains the interface to view a list of customers and to create customer records.
- Customer Records Tutorials: These tutorials explain how to display customer lists and how to create, edit, and delete customer records.
- Supplier Records List and Edit Views: Explains the interfaces from which supplier records are displayed and created.
- Supplier Records Tutorials: These tutorials explain how to display supplier lists, and how to create and edit supplier records.
- Billing Methods: Explains the billing methods’ interface and how to create and edit billing methods.
- Contact Categories: Explains what groups are and how to use them.
- Credit Terms: Explains the interface for credit terms and provides tutorials on how to create them.
- Positions: These tutorials explain how to create, edit, and delete job positions.
