Contact

Overview

SPM Contact consists of detailed information of the target’s contact. Users can search for the target’s contact and redirect to the Contact detail. 

Users can apply the filter which will help to search the required contact quickly. SPM contact consists of a filter, contact detail, favorite action, and navigations which are essential for contact information. Target’s contact is a Lead representative having either of the roles like: 

• Branch Manager
• HR Manager
• Invoice Attn to (i.e., the person to whom the invoice of the customer is sent)
• Main Contact
• Marketing Main
• Owner
• Payroll Contact
• Report to Person
• Supervisor
• Time Approver
• VP
• Other Roles

  Note: These roles are customizable as per customer's requirements.

A job is defined depending on the role of the contact. According to the role, access is provided to the contact. i.e., the 'Time Approver' will have access to approve the time entry of the employee but the 'HR Manager' won’t have access to approve the time entry.

Contact Directory

Contact directory consists of a list of contacts of the target. It consists of a filter, 'Add' contact button, and a 'Search'/ 'Recent' toggle button.

Users can search for the target’s contact from the 'Search' box. When the users search for the contact, a list of contacts is displayed with 'Contact Name,' 'Office,' 'Job Title,' 'Company,' 'Phone,' 'Email Address,' and 'Status.' 

Add Contact

The 'Add' button allows users to add a contact for the target.

Users can simply add a contact and fill in other details about the target’s contact such as the contact’s full name, 'Office,' 'Job Title,' 'Status,' 'Email Address,' 'Contact Information,' and full 'Address' from the 'Add' icon.

Filter

Contact consist of a filter option that helps to search the required contact quickly. Using this filter will display the contact based on the selected options. This filter feature can be used from the hamburger icon.

The filter consists of different filter options like 'Filter Status,' 'Status,' and 'User Role.' User needs to 'Enable' the filter status, to enable other filter options. 

  Note: The filter options can be customized as per the client's requirement.

Search/ Recent Toggle Button

The 'Search' toggle button allows users to find the contact from the contact directory, whereas the 'Recent' toggle button displays the most searched and visited contact records. By default, the 'Search' toggle is enabled. 

Contact Detail

Contact Detail consists of detailed information of the contact. Users can redirect to the 'Contact Detail,' by searching contacts from the search bar and clicking on the eye view icon of the respective contact. 

Contact Detail consists of the contact’s detail including the contact’s full name, ID, office, company, customer name, full address, and contact information. There are various actions and navigations in the contact detail.

Favorite Action

There are three actions in the favorite icon of the contact detail. They are:

• Edit
• Login Info
• Refresh

1. Edit

It allows users to edit and update the details of the contact including 'Name,' 'Office,' 'Job Title,' 'Status,' 'Email Address,' 'Contact Information,' and full 'Address.' 

2. Login Info

The login information of the contact can be viewed from this action. The ‘Active'/ 'Inactive’ toggle button will allow users to change the status of the credentials to active and inactive. When disabled, the contact cannot log in. Users can enable the password display from the eye view icon.

3. Refresh

It allows users to refresh the contact detail if any records are not reflected. Similarly, there is a refresh action in each top and side navigation of the contact which will refresh the navigation records.

Navigation

The SPM Contact consists of six main navigations. They are:

• Contact Information
• Address
• User Role
• Comment
• Document
• Date Type

Contact Information

Contact Information top navigation consists of the contact information like the contact number, email of the contact, etc. It allows users to add, edit and set the contact information as primary contact information. The contact information type is customizable as per the client's requirements. The contact information which was entered when adding the contact will be seen in this navigation. Users are allowed to set up one of the contact numbers as a ‘Primary’ contact number in case of multiple contact numbers. The primary contact number will be displayed at the top of the contact detail page. 'Active'/ 'All' toggle button allows users to view either active or all the contact information as required. By default, 'Active' contact information is displayed. 

Users can enable or disable the ‘Active’ toggle button to view active or inactive contact information as required.

Address

Address top navigation consists of the full address of the contact. The contact information type is customizable as per the client's requirements. It allows users to add and edit multiple types of addresses of the contact including job site, mailing address, residential address, and so on. Users are not allowed to add the same types of addresses multiple times. 'Active'/ 'All' toggle button allows users to view either active or all the addresses as required. By default, 'Active' addresses are displayed.

 'Set As Primary' action will set an address as a primary address and the primary address will be displayed on the top of the contact detail which is similar to the contact information.

User Role 

User Role top navigation displays directly involved users of the contact like users who entered the contact (Entered By) or users who recruit the contact (Recruiter). It allows users to add, edit multiple user roles of the contact.

The standard user roles are 'Entered By' and 'Recruiter' but these roles can be customized as per the organization's requirement.

Comment

Comment top navigation displays all the comments for the contact under various comment types and categories. It allows users to write multiple comments associated with the contact and also update them. The comment type and comment category can be defined based on the customer’s requirement. These comments are displayed in the contact's profile with the name of the comment adder and the date on which the comment was added.

Users can view the comment report from the 'View' action of the Favorite icon. This report shows comments inserted for the corresponding contact which is displayed in their profile. 

The comment report will be displayed as below,

The parameter field seen on the right side of the report allows users to enter the appropriate parameters and preview various other comment reports as required.

Document

Document top navigation features various documents of the Contact like the contract or any other related documents. It allows users to view, upload and download the document. Also, users can 'Add' and 'Edit' the contact’s document. The documents will be displayed in the contact's profile. The document may be an image, word file, excel, pdf, etc

Users can view the document from the eye view icon and also download it by opening the document.

Date Type

Date type top navigation displays various date-related information for users' convenience. It allows users to add, edit multiple date types of the contact as dates can be very difficult to remember for every individual. The standard Date Type is hired date and the last password change date. These Date Types can be customized as per the organization's requirements.