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.
Addresses
Enter the type of address from the options found in Address Types - you can have many addresses but only one address per address type.
Then add the address details - road, town, county, postcode etc.
Additional Addresses can be added using the
icon ...
Warning
If you try and add another address of the same type, you will get the
icon warning that this isn't possible.
And you will be prevented from Saving the changes.
How to Import details
Importing details
Select Contact accounts from one of the options as shown above in Viewing Contact accounts.
Select Resource Import, Customer Import or Contact Bank Import from the
button.
Enter options for Import e.g. for bank Imports.
- File: The source file created and saved previously.
- Full Import: Import all bank details.
- Update top bank: If a bank already exists for the contact account and you've input new details, ticking this box will update the top bank account's details.
Tip
To create an Import file with the correct formatting, Export a file first and save to your external source. Then use this file to add updated bank details.
Select Submit
How to Export details
Exporting details
Select Contact accounts from one of the options as shown above in Viewing Contact accounts.
Select Resource Import, Customer Import or Contact Bank Import from the
button.
Enter options for Export.
Selecting Contact Bank Export shows ...
- Bank account type: Enter Customer groups to export from the dropdown list.
- Resource groups: Include only Resources under this group. Leave blank to include all Resource groups.
- Customer groups: Include only Customers under this group. Leave blank to include all Customer groups.
- Supplier groups: Include only Suppliers under this group. Leave blank to include all Supplier groups.
- Include closed: Tick to include closed bank accounts.
... other Export options will only be for the relevant Resource, Customer or Supplier.
Select Submit.
The Export file is created as an Excel spreadsheet.
This file can now be opened, and Bank details added or edited.
Updated December 2024