Contacts

Guide to managing customer and supplier contact information.

Overview

The Contacts module serves as your CRM, storing customer and supplier details, service history, and communication records.

Adding Contacts

1. Contacts tab → Tap + Add

2. Basic Info:

   • Contact Name (person)

   • Company Name (organization)

   • Contact Code/ID (auto-generated or custom)

   • Type (Customer, Supplier, Partner, etc.)

3. Contact Details:

   • Phone number

   • Email address

   • Fax (for legacy systems)

4. Address:

   • Street, City, State, Postal Code, Country

5. Additional:

   • Service history notes

   • Installed equipment records

   • Parts supplied

   • Security/access notes

   • General description

6. Tap Save

Creator Attribution: Automatically records who created the contact

Viewing Contacts

List View: All contacts for selected company

• Alphabetical order or last modified

• Filter by type (Customer, Supplier, etc.)

• Search by name, company, email, phone

Detail View: Complete contact information plus:

• Related orders

• Service history

• Communication log (future)

Importing Contacts

From Excel:

1. Tap Import button

2. Select Excel file

3. Map columns (Name → Contact Name, Email → Email, etc.)

4. Preview and confirm

5. Import

From Device Contacts (future):

• Import from iOS Contacts app

• Sync permissions required

Using Contacts

When Creating Orders:

• Tap "Select Customer"

• Choose from contacts list

• Customer details auto-populate order

Communication Integration (future):

• Tap phone number → calls contact

• Tap email → opens Mail app

• Quick message via iMessage

Managing Contact Types

Create custom contact categories:

1. Settings → Contact Types

2. Add types: "VIP Customer", "Distributor", "Vendor", etc.

3. Assign when creating/editing contacts

Exporting Contacts

Export for external use:

• Excel format (.xlsx)

• CSV for import to other CRMs

• vCard for iOS Contacts import

Technical Details

Entity: ContactsData (see Core Data Model)

---

Related: Orders