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Detailed Description

Managing Contacts

Customers are individual people or businesses that have been entered into CentreBill and have at least one or more services allocated to them.

Contacts are people who "belong" to a customer. A customer must have at least one or more contacts. If the customer is an individual, then the contact details will be the same as the customer details.

The screen below is displayed when the second tab in the tab strip "Contacts" is selected:



A list of contacts is displayed, including:
  • First Name
  • Last Name
  • Position (in Company)
  • Home Phone
  • Work Phone
  • Mobile/Cell
  • Fax
  • Email address

When clicking on a contact in the contact list, the Contact Detail view will be updated with the contacts full information.

Creating/Modifying Contacts

In order to Add, View/Edit or Delete a Contact, the following screen is used:



The screen above shows the Edit mode for an existing contact. In this mode, all the contact's details may be updated. Furthermore, the contact may be assigned the following statuses:
  • Billing – receives all financially based correspondence (at least one contact must be assigned as the billing contact)
     
  • Excess – receives excess data and time utilization emails and is typically the technical support and/or administrative person for the customer
     
  • Support – receives all support emails

The first contact added to the company is automatically assigned as the "Default contact for account" and is used for displaying the contact information on the Contact View screen. This status may be changed to subsequent contacts as they are added.

As a totally separate contacts table exists in CentreBill, all new contacts inherit the customer attributes in the system.