Contact accounts
Contact accounts are set up for Customers, Suppliers, Staff, Resources, Lead or Payment Recipient to hold information which will be used throughout iplicit applications.
How to view Contact Accounts
Viewing Contact accounts
Select Contact / Contact accounts from the Setting section of the pulse menu -
Note
This is an example screen shot of the pulse menu.
Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.
or enter Contact accounts in the Quick Launch Side Menu.
This will then show the Contact accounts on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select 
on the top right of the page, then tick/untick the information you want to hide or display.
How to create Contact Accounts
Create a Contact account
Select Contact accounts from one of the options as shown above in Viewing Contact accounts.
Select New.
Enter a Code and Account name.
Tick the checkboxes as appropriate for Customers, Suppliers, Staff, Resources, Lead or Payment Recipient.
Depending on the tick box you have selected the parameters will be different. The following will explain each tab -
Tabs explained
- Contacts
- Details
- Customer
- Supplier
- Resource
- Bank Accounts
- Documents
- Transaction history
- Legacy documents
- Pricing
Add - enter new Contact information - further details can be found on Contacts User Guide.
Assign - enter a Contact that has previously been created.
Updated October 2024