Creating a Contact

In Koble ERP, creating a contact is often part of adding another entity, such as a customer, vendor, worker, or user. However, there may be scenarios where you need to create a contact independently. This guide will walk you through the steps for creating a contact, along with cautionary notes and tips for efficiency.

Steps to Create a Contact

1. Navigate to Contacts:
   

   1. From the home screen, go to the All menu, where you’ll see a list of entities.

   2. Locate the Contacts list. Hover over it, and a plus button will appear to create a new contact.

2. Using the Guide:

   1. Alternatively, you can type “Contact” in the search menu and select “New Contact” from the list.

   2. This will launch a guide on the right-hand side of the screen to walk you through the contact creation process.

3. Filling Out Contact Details:

   1. Choose the type of contact: Company or Person. This selection impacts the naming convention and available fields.

   2. Enter the contact name and complete the contact information, such as phone number, email, and address.

   3. If you’re entering an address, use the expandable address field to ensure all details are correctly formatted. For more complex addresses (e.g., PO Box and street address), use the address expansion feature.

4. Adding Personal or Company-Specific Information:

   1. For personal contacts, you can add additional information such as an anniversary date.

   2. If the contact is associated with a company, you can input the company’s primary email and other relevant data.

5. Attachments and Notes:

   1. You can add attachments (e.g., contracts or images) and make notes on the contact for future reference.

6. Review and Save:

   1. Before saving, review all the information you’ve entered to ensure accuracy.

   2. Once everything looks correct, save the new contact. This contact can later be linked to other entities, such as customers or vendors.

Cautionary Notes

• Accurate Data Entry: Double-check all fields, especially for addresses and contact information. Incorrect data may lead to issues when linking contacts to other entities.
• Contact Type: Ensure you select the correct contact type (Company or Person) as this determines how the data is organized within the system.
• Review Before Saving: Always review the details before saving to avoid creating duplicate or incorrect contacts.

Tips for Efficiency

• Use Guides: The Koble guides are a helpful tool that can walk you through the contact creation process step-by-step. Use them to ensure you’re following the correct procedure.
• Leverage the Search Function: Instead of navigating through menus, use the search bar to quickly locate the “New Contact” option.
• Utilize the Address Expansion Feature: For complex addresses, expand the address field to input all necessary details properly. This can save time correcting errors later.

By following these steps, and taking note of the cautionary tips, you can efficiently create and manage contacts in the Koble ERP platform.