Contacts List Inquiry
The Contacts list is the directory of people you actually deal with. Where a Customer is the legal entity and a Branch is the location, a Contact is the individual — the procurement manager, the accounts head, the warehouse supervisor.
Where to find it
Go to Customer > Contacts.
Field Definitions for the Contact List
| Column | Description |
|---|---|
| Name | The person's name. Click it to open the Contact View. |
| Customer | The account they belong to. |
| Branch | The location they work at, where relevant. |
| Designation | Their role, which is what tells you who to contact about what. |
| Phone / Mobile / Email | How to reach them. |
| Contact Type | Whether they receive invoices, statements, delivery notifications or general correspondence. |
Contact Type is the field that does real work. It decides who receives which document — sending an invoice to a warehouse supervisor rather than the accounts head is a common reason payment gets delayed.
Managing Your Contacts
+ Add New creates a contact, Edit updates one, and contacts can be retired when someone leaves without disturbing the correspondence already sent to them.
Related pages
- Customer Contact View — one contact in detail
- Customers List — the accounts they belong to
- Branches List — the locations they work at
- Supplier Contacts — the buying-side equivalent