Contact - Details

Track all the details about a contact using the tabs. Click contact name in the toolbar breadcrumbs (top left) and select which open a contact tab:

1. Details - a default read-only view shown when an item is clicked on in the list that displays the general contact details.
2. Edit - an update view that allows the general contact details to be changed.
3. Personnel - maintain a list of the staff who work at a company contact.
4. Projects - the projects where this contact is listed on the project contacts tab as part of the team.
5. Invoices - all invoices where the contact is listed in a the address to, c/o, or attention to fields.
6. Bills - all expenses (bills) where the contact is listed as having provided the goods or services for the expense.
7. Documents - view any saved emails, documents, images, statements for each contact.
8. Notes - add notes to track details told to the client during meetings, phone calls, debt collection etc.
9. Audit - track what changes have been made to a contact record, by who, and when the change was made.

The following actions are available from either the contact details read-only view, or in the edit the details view.

The details that can be stored against each contact record in the 'edit' page are:

1. Name Type the company contact name. This is a mandatory field when creating a new company contact. This field is not shown for the individual or personnel contact types.
2. Title Enter the title of the individual. i.e. Mr, Mrs, Miss etc. This field is not shown for the company contact type.
3. First name Enter the first name for the individual or personnel contact. This field is not shown for the company contact type.
4. Last name Enter the surname or last name for the individual or personnel types. This is a mandatory field when creating new individual or personnel contact. This field is not shown for the company contact type.
5. ABN The ABN number for the contact. ABN stands for Australian Business Number and is a unique number issued by the Australian Business Register (ABR) which is operated by the Australian Taxation Office.
6. ACN The ACN number for the contact. ACN stands for Australian Company Number, and this is a unique 9 digit number is issued to every registered company by the Australia Securities and Investments Commission (ASIC).
7. Website The company website address can be stored. This field is not shown for individual or personnel types.
8. Email domain Enter the company type contact email domain into this field. Each new personnel type contact created for the company contact will automatically have this domain added into the personnel email address field. This makes it easier to setup extra personnel records. e.g. @totalsynergy.com or @totalsynergy.com.au are email domains.
9. Time zone Save the location of the contact using the time zone field, so that you know when is best to call the contact. e.g. UTC + 10 is Sydney, Brisbane Australia time, or UTC is London GMT time, or UTC -7 is USA mountain time.
10. Status The default status for all new contact records is active, which allows the contact to be used through-out Synergy. Change the status to on-hold to stop the contact being added to future projects, invoices, or expenses (bills). Change the status to inactive and in addition to the on-hold restrictions the contact is also hidden from drop down lists in Synergy. Custom status options can also be selected if they have been setup by your System Administrator. *This feature is available with the Synergy Business or Enterpriseproducts.*
11. Roles Select the role to be the default classification or category for the contact. This 'role' is used to group the contact on projects. This is a mandatory field when creating a new contact. Multiple roles can be entered against each contact.
12. Job title Store the job title or position title that the personnel holds at the contact. This information can be seen in the project contacts tab, and on document and report outputs.
13. Parent contact This field is only shown for personnel type contacts, and is used to show which company contact the personnel record is linked.
14. Phones Enter the main office phone number, mobile cell phone number, or fax number for the contact. Four phone numbers can be stored against each contact record. The first phone number entered against the contact is consider the primary phone number.
15. Social accounts Store the user names for the company or personnel social media account. e.g. The Twitter and LinkedIn company page both have the username 'totalsynergy' for our company, or would be a custom created username for a personnel record like Jill_Lockhart or Jill-Lockhart1982. A Skype username is normally only exists at a personnel level as it calls that person directly. A Skype username may look like Jill_Lockhart or Jill-Lockhart1982.
16. Emails The main office email address for a company contact, or the direct email address for individual or personnel contact types. Four email addresses can be stored against each contact record, however the first email address is considered the primary email contact address.
17. Unique ID This is a unique number for the contact record, which is used by the Accounting add-ons interfaces. Learn more about unique ID numbers.
18. Account manager Select which internal staff member is responsible for this contact's account. This is the project manager at your company that manages this client's account.
19. Tags Store extra information against all types of contacts for use in reporting and grouping contacts throughout Synergy. Tags are used to store extra data against contact records in synergy, for use when a field for that information doesn't exist on the contact record. Tags are automatically attached to records that are created or updated by a Synergy process, to let you easily filter the list and find all the contacts updated by an automated process. e.g. MYOB / Xero contacts import.