This Help Article covers;
Unlike other CRMs, Katipolt displays multiple "areas" for a Customer/Supplier's business, and a Contact “Person” is selected as the default "Primary Contact" for each area.
For a Customer, Katipolt has;
Primary Contact,
Primary Billing Contact,
Primary Quote Contact, and
Primary Job Contact
For a Supplier, Katipolt has;
Primary Contact, and
Primary Order Contact
When carrying out Katipolt functions relating to different areas of a Customer/Supplier’s business, the selected default Contact person’s email and phone number(s) are displayed.
⚠️ NOTE: Emails are not by default sent to the "Account Email" they are sent to the Email* of the selected Contact Person for that area of a Customer/Supplier’s business. I.E. Primary Billing, Quote, Job, or Order Contact.
💡 TIP: If you want to change the default email to where a document is sent, this needs to be done on the Contact Person selected as the Primary Contact for that area of a Customer/Supplier’s business the document relates to. I.E. Billing, Quoting Job or Ordering.
Added "Active" People will display for selection in the drop-down options of the Contact's Primary fields.
To Add a Customer or Supplier’s Contact Person
Adding a Customer or Supplier's Contact Person is done from the Customer/Suppliers Contacts Section.
Quick Flow:
Customer/Supplier Window
Contacts Section
Add Person [+]
Person’s Details
[SAVE]
1. From the Customer/Supplier Window, Contacts Section, Press the Add Person [+] button to display the NEW PERSON Popup
2. From the NEW PERSON Popup, Enter the Person’s Details
Enter a "First Name*"
Enter a "Last Name*"
Enter an "Email" for the Contact
Enter a "Phone" number(s)
3. When finished [SAVE]
💡 TIP: If a Customer, ticking the “Include in Billing Emails” tick-box will copy this person in when sending Sales Invoices or Payment Claims to the “Primary Billing Contact”.
To Edit a Customer or Supplier’s Contact Person
Quick Flow:
Customer/Supplier Window
Contacts Section
Person
Person’s Details
[SAVE]
1. From the Customer/Supplier Window's Contacts Section, Press the Person to open and display the Person's Popup
2. From the Person's Popup, Edit the Person’s Details, then Press [SAVE]
To Remove a Contact's Person
A Contact's Person is not deleted but removed by making them Inactive so they do not display in the "All" list.
Quick Flow:
Customer/Supplier Window
Contacts Section
Person
Untick Is Active
[SAVE]
1. From the Customer/Supplier Window's Contacts Section, Press the Person to open and display the Person's Popup
2. From the Persons Popup Un-tick the "Is Active" field and [SAVE]
⚠️ NOTE: If the Person is selected as a Contact* Person (Primary, Quote, Order, Billing, or Job) you will need to select another person in that field before you can make the Person Inactive and [SAVE].
💡 TIP: The Person may also be selected as a Contact Person on a Site (Location), you will need to select another person in that field before you can make the Person Inactive and [SAVE].