The Add Contact form allows the users to add their regular customers into the contact list so that they do not have to type in the customers details every time they create a delivery / collection job. In the Add Delivery and Add collection forms, contact details will be auto completed when the Name of the contact is entered into the Deliver To field or when Address Company is entered into the forms.
HOW TO ADD A NEW CONTACT
To add a new contact to the contact list,
- Go to the admin dashboard
- Click on Contacts tab
- Click on Add Contacts button
- Fill in the Deliver to / Collect From, Address Company, Address, Email, Phone #, Zone etc.
- Fill in the items SKU, Description and Quantity (Optional). Click the green Add icon to add more items to the item list.
- Click Save
If the delivery or collection items are fixed for a particular customer, you can fill in the items in the contact list. This allows the SKU, Description and Quantity to be auto completed for this customer when you retrieve the contact to create delivery or collection jobs.
Tip: To add the Address Company (Company Name), go to Job Settings > Fields and check the Address Company box to enable the field. Then you can input the company name into the form.
HOW TO EDIT A CONTACT
To edit a contact on the contact list,
- Go to the admin dashboard
- Click on Contacts tab
- Click on the contact to be edited and a Edit Contact form will be shown
- Make the changes
- Click on Save
HOW TO REMOVE A CONTACT
To remove a contact on the contact list,
- Go to the admin dashboard
- Click on Contacts tab
- Click on the contact to be removed and a Edit Contact form will be shown
- Click on the Delete button
The contact will be removed.