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Contact Categories
Contact categories allow for structured and efficient management of contact information within your system, ensuring that relevant data is used appropriately for different business processes.
Step 1: Log In into you Back Office
- Select Set Up
- Select Contact Categories
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Step 2:
- Type ID: This represents the category of the contact, such as "customer," "cust_branch" (customer branch), or "supplier." It helps differentiate between different groups of contacts within the system.
- Action ID: This identifies the specific action or interaction associated with that contact category. Examples include "delivery," "invoice," or "order," indicating the purpose of the contact information.
- Short Name: This is a brief identifier or label for the contact category, which is displayed in the system for easy reference, such as "Deliveries," "Invoices," or "Orders."
- Description: This provides a more detailed explanation of the contact category's purpose. It helps users understand what the contact information is used for, like "Delivery coordination" or "Invoice posting."
Purpose of Contact Categories:
- Organization: Helps to systematically organize contact information according to their roles and the type of data they provide.
- Customization: Allows the business to tailor contact management to its specific needs, such as having different contacts for different types of customer interactions (e.g., delivery vs. invoicing).
- Efficiency: Streamlines the process of selecting and using contact information, ensuring that the correct details are used for the appropriate actions.
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