Overview:

The Customer Contacts List in TamilAccounting ERP provides users with a comprehensive view of all contact information related to customers and their associated branches. This screen allows users to manage contact details efficiently, including phone numbers, email addresses, and references. It is particularly useful for maintaining organized and up-to-date communication records across multiple customer accounts and branches.

Key Sections:

1. Contact Information:

   • Full Name:
     • Displays the full name of the contact person. This field is crucial for identifying the individual associated with the customer or branch.
   • Reference:
     • Shows the reference or designation for the contact within the customer or branch, such as "Primary" or the specific name of the customer or branch they represent. This helps in distinguishing between multiple contacts within the same customer account.
   • Phone:
     • The primary contact phone number for the individual. Clicking the phone icon next to the number allows you to initiate a call directly if your device supports this feature.
   • Second Phone:
     • A secondary contact phone number, providing an additional means of reaching the contact if necessary.
   • Email:
     • Displays the email address for the contact. Clicking the email icon allows you to send an email directly to the contact using your default email client.

2. Actions:

   • Edit Icon:
     • The pencil icon next to each contact allows you to edit the contact details directly from the list. This is useful for making quick updates or corrections to contact information.
   • Delete Icon:
     • The red "X" icon allows you to delete a contact from the list. As with customer and branch records, deleting a contact is irreversible, so it should be done with caution.

How to Use:

1. Viewing Contacts:

   • The list displays all contacts associated with both customers and their branches. Each entry shows the full name, reference, phone numbers, and email address of the contact.
   • The reference column helps you identify whether the contact is associated with the main customer account or a specific branch.

2. Editing Contact Information:

   • If any contact details need updating, click the pencil icon next to the contact's name. This will open the edit form, where you can modify the contact’s information, including phone numbers, email, and reference.
   • Save the changes to update the contact’s record in the system.

3. Deleting Contacts:

   • To remove a contact, click the red "X" icon next to the contact's name. This will permanently delete the contact from the system, so ensure that this action is necessary before proceeding.

4. Communication:

   • Use the phone and email icons to quickly contact the individual via phone call or email. This feature streamlines communication, especially when managing multiple contacts across different customers and branches.

Tips:

• Maintain Updated Records: Regularly review and update contact information to ensure that all records are accurate and current. This is essential for effective communication and customer management.
• Utilize Secondary Contact Information: When possible, add a secondary phone number for key contacts to ensure you have multiple ways to reach them.
• Careful Deletion: Always double-check before deleting a contact, as this action cannot be undone.