Contact Entry
Client or Vendor Contacts can be entered via the AV Mobile interface. Here's how ...
Open the Contact screen and enter their info
Log in via AV Mobile and navigate to Sales -> Contacts (or Purchasing -> Contacts). Click the ➕ symbol to create a new contact and enter the data below. Click Save when finished.
- Parent Type: Select either Customer or Vendor.
- Name: Enter the client or vendor name.
- First Name: The contact's first name.
- Last Name: The contact's last name.
- Salutation: The contact's salutation (e.g. Mr., Mrs., etc.)
- Title: A professional title for the contact (e.g. accountant, sales manager, etc.)
- Greeting: Enter an optional greeting to be used when communicating with the contact.
- Phone: The contact's default phone number.
- Email: The contact's default email address.
- Street Address: The mailing address for the contact.
- Click the 📱 icon to dial the contact's phone number. You can find this icon in two locations; at the top of the screen next to the heading "Contact" and to the right of the phone number field.
- Click the paper airplane icon next to the email address field to send an email to the contact.
- Click the ✏️ icon to edit the contact's address.
- Use the ➕ symbol or 🗑️ icon to add or delete Correspondence and Tasks related to the contact.
View sales history for the contact
Select the Sales History tab to view Quotes, Orders and Invoices. This is only a record of the contact's sales history so you won't find all sales for the client here.
Use the ➕ symbol or 🗑️ icon to add a new quote/order or delete an existing (non-posted) quote/order.
Click the ✏️ icon to edit an existing (non-posted) quote/order.
Memo and other info
This area can be used to enter other optional data for the contact. All of this info also appears when viewing the contact via the desktop AV Client.
