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Contacts Edit View

Contacts Edit 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 several 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).

When you access contacts from a context menu (right-click) it is opened with limited functionality.

Navigation: Main Menu > Setup > Contacts

This interface is used to create contacts.

Buttons Explained

Button	Description
Navigational Arrows	Navigates to the next or previous entry.
Recent	A dropdown list of recently viewed records for quick access to those records. The button is supressed if there are no recent items.
Edit	Allows Users to edit the entry.
New	Creates a new Person or Entity. Select Person for an employee. Select Entity if the contact will be a Customer or Supplier.
Save	Saves any changes.
Actions	Refresh Lookups: Updates the lookup lists. Delete Contact: Allows users to delete the current Contact.
Menu	View/Edit Notes & Attachments View/Edit Image Profile (Person contacts only) Settings – User Access – Edit Statuses (Customers) – Edit Statuses (Suppliers) – Edit Attributes – Edit Billing Methods – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Edit Groups – Edit Positions – Edit Address Lookup Lists Layout

Header Explained: Persons

Field	Description
Name	Fields to enter the contact’s Title and Legal Name.
Forenames	The First Name of the person.
Surname	The person’s Surname.
Known As	A field to enter the contact’s Trade or Nickname.
ID No.	A field to enter a government-issued number that identifies the person (e.g. Identity or Social Security Number).
Groups	The Groups selected for the contact.
Tel	A field to enter 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 1234).
Mobile	A field to enter 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 1234).
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. 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 1234).
Email	A field to enter the contact’s Email Address.
Website	A field to enter the contact’s Website URL.
Postal Address	The contact’s Postal Address filled in from the Addresses (tab).
Physical Address	The contact’s Physical Address filled in from the Addresses (tab).

Header Explained: Entities

Field	Description
Name	Fields to enter the contact’s Title and Legal Name.
Known As	A field to enter the contact’s Trade or Nickname.
Reg No.	A field to enter the organisation’s Registration Number.
Groups	A lookup list to add custom-created Group Names to the contact.
Tel	A field to enter 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 1234).
Mobile	A field to enter 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 1234).
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. 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 1234).
Email	A field to enter the contact’s Email Address.
Website	A field to enter the contact’s Website URL.
Postal Address	The contact’s Postal Address filled in from the Addresses (tab).
Street Address	The contact’s Street Address filled in from the Addresses (tab).

Tab Explained: Attributes

Field	Description
Group (button) next to Add	Allows users to add a Group/Attribute from a predefined list. Once added, the group is listed on the left. Clicking the group displays the fields on the right for users to fill in the relevant details. Some groups can be added multiple times (e.g. the Language group can be added for each language the person speaks). Groups for Persons – Staff: Designates the contact as a rep, or resource for projects and timekeeping. – Bank: Fields to fill in the person’s bank details. – Next of Kin: Fields to fill in the person’s emergency contact details. – Language: Fields to fill in the person’s language and proficiency. – Employment: Fields to fill in past and current employment details. – Credentials: Fields to fill in educational qualifications, skills, or professional memberships. – Job Application: Fields to fill in details of job applicants (e.g. notice period, availability). – Reference: Fields to fill in references. – Medical: Fields to fill in medical details. – Payroll: Fields to fill in details for payroll forms (e.g. tax number, start date, pay rate). Groups for Entities – Customers: Adds the contact to the list of Customers and provides fields for settings and information (e.g. credit terms, contacts). – Suppliers: Adds the contact to the list of Suppliers and provides fields for settings and information (e.g. credit terms, contacts). – Currency and VAT: The currency and VAT Settings for the customer and/or supplier. – Bank: Adds fields for Bank Details that will apply to customers and/or suppliers.
Attributes (button) next to Add	Allows users to add Custom Attributes that were previously created into an Attributes Group.
Attachment (button)	Creates an attachment with the name of the selected Attributes group.
Groups Section
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the group.
Order ID	The system-generated number for the group’s order.
Description	The group’s description.
Date Created	The date on which the group was added.
Date Updated	The date on which the group’s entries were updated.
Updated By	The user who updated the group.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following functions: – Move Up Ctrl+U – Move Down Ctrl+D – Delete Group Ctrl+Del
Group Entries
Field Chooser (*)	Allows users to add or remove columns.
ID	he system-generated number for the entry.
Description	The entry’s description.
Value	The information for the entry.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following function: – Delete Attribute Ctrl+Del

Tab Explained: Addresses

Field	Description
Click here to add a new row	Opens a line for users to type another Address. Multiple addresses are supported.
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Contact ID	The system-generated number for the Contact Person.
Description	The description of the address (e.g. Office, Home).
Line1	The first line of the address (e.g. Unit Number and Building Name).
Line2	The second line of the address (e.g. Street Name and Number).
City	A field to enter the city in which the contact is located.
State/Province	A field to enter the state or province in which the contact is located.
Country	A field to enter the country in which the contact is located.
Code	The contact’s Postal or Zip Code.
GPS	The contact’s GPS coordinates.
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Default	A dropdown list for users to select whether the address is a Physical or Postal Address.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following functions: Edit Address Lookup Lists: Allows users to create or edit lookup lists for the following fields: – Addresses – Description – Addresses – City – Addresses – State/Province – Addresses – Country – Addresses – Code Delete: Deletes the entry. Default addresses cannot be deleted.

Tab Explained: Entities

This tab is only visible if the contact is a person and if that person was added as an employee to an Entity.

Column headings in blue (in QuickEasy BOS), indicate the fields are editable.

Field	Description
Entity (button)	Allows users to add an Entity.
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Name	A field to type the entity’s Name.
Known As	A field to type the entity’s Trade Name.
Email	A field to type the entity’s Email Address.
Position	A dropdown list of Positions for users to select one.
Location	A dropdown list of Locations for users to select one. The location is the Description field on Addresses (tab) of the selected entity.
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Widget	A submenu to: – Open Contact: Open’s the linked entity’s contact form. – Delete Link to Entity: Removes the entity from the list but does not delete the entity as a contact.

Tab Explained: Employees

This tab is only visible if the contact is an Entity.

Column headings in blue (in QuickEasy BOS), indicate the fields are editable.

Button	Description
Employee (button) > Select Contact	A new line is opened. A dropdown list of existing contacts is presented in Name field from which a contact can be selected. Once added, the fields with blue captions may be edited.
Employee (button) > Add Contact	Allows users to add an employee by filling in a form.
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Title	The person’s title (e.g. Mr, Ms).
Name	The full name of the employee
Known As	The nickname by which the employee is known.
Tel	The employee’s telephone number.
Mobile	The employee’s mobile phone number.
Messaging number	A field to enter the employee’s Messaging Number (e.g. WhatsApp or Line). The name of the default app is a General Setting.
Email	The employee’s email address.
Position	The employee’s position / Option to select a Position from the dropdown list of positions.
Location	The employee’s location / Option to select a Location from the dropdown list of locations. (The dropdown list contains the description columns on the addresses tab.)
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Widget	A submenu that allows users to: – Open Contact: Opens the employee contact’s record. – Edit Employee: Opens a form with the employee header information which can be edited. – Delete Link to Employee: Removes the employee from the list. Does not delete the employee from the list of contacts.

Tab Explained: Assets

Button	Description
Asset (button)	Provides a dropdown list as follows: Select Assets: Provides a dropdown list of all the assets for users to select one. The list can be filtered by Type. Add Asset > Vehicles: Allows users to create a new vehicle asset and adds it to the contact. Add Asset > Equipment: Allows users to create a new equipment asset and adds it to the contact.
*Field Chooser ()**	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Status	The current Status of the entry.
Type	The type of asset (e.g. Equipment, Vehicles).
Code	The asset’s code.
Description	The asset’s description.
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	A submenu, which can also be accessed by right clicking the entry, with the following functions: – Edit: Opens the asset’s record for editing. – Remove Linked: Delinks the asset from the contact.