Contacts
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.
Overview
The Contacts section is divided into several sections:
Contacts List
List of all your contacts, with details such as name, email, phone number, and address.
Add a Contact
Form to add a new contact to your list of contacts.
Contact Actions
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
Search bar that allows you to search for specific contacts by name, email, phone number, or address.
Recharge Contactless Card
Recharge a contactless card for a contact. Click on the 'Recharge Card` button to recharge a contactless card for a contact.
Place the contactless card on the card reader to recharge it.
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.
The card will be recharged with the specified amount.
Check transaction history for the card.
Click on Manage Card
Check transaction history for the card
Usage
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.
Last updated