The Contacts section of the application allows you to manage your contacts. You can view a list of all your contacts, search for specific contacts, view contact details, and perform various actions on contacts.
The Contacts section is divided into several sections:
List of all your contacts, with details such as name, email, phone number, and address.
Form to add a new contact to your list of contacts.
Actions you can perform on a contact, such as editing contact details, deleting a contact, and viewing contact notes.
Associate customer
Associate a customer with a contact.
Search bar that allows you to search for specific contacts by name, email, phone number, or address.
Recharge a contactless card for a contact. Click on the 'Recharge Card` button to recharge a contactless card for a contact.
Recharge Contactless Card Place the contactless card on the card reader to recharge it.
Recharge Contactless Card The screen will display the card details and the amount to be recharged. Enter the amount and click on the Recharge Now button to recharge the card.
Recharge Contactless Card The card will be recharged with the specified amount.
Recharge Contactless Card Check transaction history for the card.
Click on Manage Card
Recharge Contactless Card Check transaction history for the card
Recharge Contactless Card To access the Contacts section, click on the Customer & Contacts -> Contacts link in the sidebar. You can view the list of contacts, search for specific contacts, view contact details, and perform various actions on contacts.