People Details and Relations

Categories and keywords

Clients, Suppliers and other contact groups are separated by using Categories, which can be defined in ‘Settings’ > ‘Categories’.

Keywords are used to further differentiate Contacts grouped into Categories. Say, we have Suppliers and we want to group them into those supplying special services, materials and so on. Keywords can be defined in ‘Settings’ > ‘Categories’.

Contact’s additional information block

This block contains the following sections:

• Personal – information about the relationship between Contact and you as an application user (occupation, hobbies etc.), and key events.
• Tax Number – Contact’s identification information (personal number, current accountnumber etc.).
• Contract – section for agreements between you and Contact. Here you can savethe information related to an active contract, payment terms, prices and discounts.
• Additional – these fields can be defined according to your choice. Fields can bedefined in ‘Settings’ > ‘Additional’. Here you can enter information about 6 textual fields and 2 date fields.

Other Contact-related application items

Contact can be related to the following:

• Companies – list related to Contact’s companies. Each company can be defined a relationship with the company. By pressing the arrow , you will be redirected to the tab of the selected company. By pressing the button , the window will appear, where you will be able to select Company. If you choose more than one company, only the first one in the list ‘Selected’ will be added. After checking Company and pressing the button , the relationship with Company will be deleted. Neither Contact, nor Company will be deleted.
• Projects – list of Projects, where Contact participates in. By assigning a role in Project, you will see the role which was performed by selected Contact. By pressing the arrow , you will be redirected to the tab of selected Project. By pressing the button , the window will appear, where you will be able to select Project. If you choose more than one project, all projects in the list ‘Selected’ will be added. After checking Project and pressing the button , the relationship with Project will be deleted. Neither Contact, nor Project will be deleted.
• Leads – list of Leads, where Contact participates. By assigning a role in the lead, you will see in which lead the selected Contact performed the main role. By pressing the arrow , you will be redirected to the tab of the selected lead. By pressing the button , the window will appear, where you will be able to select Lead. If you choose more than one lead, all leads in the list ‘Selected’ will be added. After checking Lead and pressing the button , the relationship with Lead will be deleted. Neither Contact, nor Lead will be deleted.
• Products – list of Products purchased by Contact. The information shown here is taken from Incomes positions. The list of Products shows income date, product name, amount and price. By pressing the arrow , you will be redirected to the tab of selected Product.
• Invoices – list of Invoices (incomes) issued to Contact. By pressing the arrow , you will be redirected to the tab of selected Incomes. By pressing the button
  , you will be redirected to the Income’s tab, where Client’s data and Contact-related information will be provided automatically. By pressing the button , the new window will appear, where you will be able to enter Contact- related payments. Information on how to enter Payments and capture data is provided in the description of the Finance module.
• Expenses – list of Expenses, where Contact performs as Recipient, i.e. it sold Products. By pressing the arrow , you will be redirected to the tab of selected Expense. By pressing the button , you will be redirected to the Expenses’ tab, where Client’s data and Contact-related information will be provided automatically. By pressing the button , the new window will appear, where you will be able to enter Contact-related payments. Information on how to enter Payments and capture data is provided in the description of the Finance module (see page 47).
• Documents – list of the Contact-related documents. If Documents are related correctly, this list should provide all Contact’s documents or the documents that Contact is responsible for. By pressing the arrow , you will be redirected to the tab of selected Document. After checking Document and pressing the button , the relationship with Document will be deleted. Neither Contact, nor Document will be deleted. In the option above the list , you can filter the documents by Document categories (for example, you can see only contracts or purchase orders). Document categories can be defined in ‘Settings’ > ‘Categories’.
• Groups – Contacts can be grouped into different groups. Groups can be used in Projects and in Timesheets to calculate availability of employee groups or the prices of the performed works for employees or their groups. By pressing the button, you will be redirected to the separate window, where you will be able to name Groups or add selected Contacts. The number of Groups is unlimited.