Browser View of the Contact Page

Overview

Surf Accounts provides an excellent features for adding Contact for a business( Customer, non Customer, Supplier, non Supplier) from the main browser by using the “Contacts” Tab. The Contact will allow to add the details of the contact as well as user will be able to view the contacts , customer ledgers, Quick Contacts, SMS contacts and Email options. 

To access the Contacts Tab select the Contact from the main browser the following screen will appear. 

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Browser View of the Contacts Browse. 

Toolbar Functionality of the "Contacts" Browse

From the Contact Browse user can Add Contact, Open Contact, Delete Contact, Quick contact Add and Account View of the contact (Ledger Card View). From the same browse you can filter the contacts as Customer, Supplier, Prospects, Business Contacts, Personal Contacts or Deleted contacts. 

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Add Contact: To add a contact (Customer, non customer, Supplier, non supplier, Business Contact) select the add button from the toolbar from the Contact browse will appear. 

Open Contact: If you wish to see the contact details from the browse simply select the open button. To “Edit” the contact details use the open option. 

Delete: To delete a contact from the contact browse select the “Delete” option. Please note contacts can only be deleted if transactions are not posted against the contact. If you wish to delete a contact where the transactions are already posted a pop up will appear sating the reasons why that contact can’t be deleted. 

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