Contacts Employment 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 > Menu (button) > Employment
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 there are no recent items. |
| New | Creates a new Person or Entity.Select Person for an employee.Select Entity if the contact will be a Customer or Supplier. |
| Output | Prints, previews, or exports the selected report if Output Templates are added. Provides for list reports to be exported in .xlsx format in List Views. |
| Menu | Views – Default – Credentials – Employment – Addresses Settings – User Access – Edit Statuses (Customers) – Edit Statuses (Suppliers) – Edit Attributes – Edit Accounting (VAT Types, Currencies, Credit Terms, Accounts) – Edit Billing Methods – Edit Groups – 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 | If selected, the Date will reflect records created during the selected period. |
| Updated Radio Button | If selected, the Date will reflect records updated during the selected period. |
| Group | A dropdown list of groups for users to select a specific Group or All. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| Name | The Full Name of the contact. |
| Known As | The person’s Nickname, or the organisation’s Trade Name. |
| Status | The Status of the employment, which can be Current or Past. |
| Employer | The name of the Employer. |
| Department | The Department in which the person works. |
| Location | The person’s work Location. |
| Job Title | The contacts’ Job Title. |
| Type | The type of relationship (e.g. Contract, Freelance, Part-time, Full-time, etc.). |
| Reason for Leaving | The reason for leaving the company. |
| Started | The Date on which the person Started working for the employer. |
| Ended | The Date on which the person Stopped working for the employer. |
| Salary | The last or current salary. |
| Currency | The Currency in which the salary is paid. |
| Frequency | The frequency of the salary (e.g. hourly, weekly, monthly). |
| Overview | A field to type an overviewof the person. |
| Verified | A checkbox for users to check once the employment history is verified. |
| Note | Any Note entered about the employment. |
| 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 to Edit Contact. |
