Zoho FSM | Contacts

Contacts

Permission RequiredContacts

Add Contact Details 

Contacts can be added in the following ways:
  1. Add contacts individually in the Contacts module. The details are described below.
  2. Import contacts from external sources.
  3. Import contacts from Invoice.
To add a contact:
  1. Select Contacts from the Customers menu and click Create.
  2. Enter the Last Name.
  3. Enter an Email address.
  4. Associate the contact with a Company.
  5. Add Address.
  6. Select a value for Taxable:
    - Taxable: A Company Tax should be selected if Taxable is chosen.
    - Non-Taxable: An Exemption Reason should be selected if Non-Taxable is chosen.
    These values are configured in Zoho Invoice. Click here for details of Zoho Invoice-FSM integration. These values can also be edited in the FSM application at Setup > Integrations > Billing > Tax Setting.
  7. Select a Currency.
    The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.
  8. Add any other necessary contact details and click Save.


The contacts associated with a company should have unique email addresses.  

Add Contact Address

To add addresses to a contact, do the following in the Create/Edit Contact form:
  1. Click the Service Address or Billing Address field and click Create New.
  2. In the Add Address overlay, enter the details.
  3. Click  to populate the address geocodes (latitude, longitude).
    You can also edit the geocodes.
  4. Enter other necessary details and click Save.


You can also add additional addresses to a contact from the Contact Details page.

To add addresses from the Contact Details page:
  1. Select the Addresses tab and click Create.
  2. In the Add Address overlay, enter the necessary details and click Save.


Any of these addresses can be assigned as a Service or Billing address of the contact.

Delete Contact Address

You can delete the addresses added to a contact. To delete a contact address:
  1. Select Contacts from the Customers menu and select the contact record whose address you want to delete.
  2. Select the Addresses tab.
  3. Hover over the address and click the Delete [] icon.
  4. Click Yes, Delete in the confirmation message to proceed.

 
Note:
  1. Deleting an address will not affect any existing records (work orders, service appointments, etc) where this address is used.
  2. You can delete a contact address only if you have the Delete permission for the Contact, and Company modules.

Delete Contact Address from Mobile App

To delete a contact address:
  1. Open the record and tap the Addresses tab.
  2. Tap more options [ ] in the address entry and select Delete.

     

Using Contact Addresses

You can perform the following actions on an address, Service or Billing, in the Edit Contact form:
  1. Choose another address : If there are multiple addresses present, then click the Choose another icon [  ] to select another address. In the Select Billing/Service Address pop-up, select the desired address.



  2. Edit address : After adding an address in the Service/Billing address field, click the Edit icon []. In the Edit Address overlay make the necessary changes and click Save.



  3. Add address : Multiple addresses can be added to a contact. Click the Add icon []. In the Add Address overlay, enter the details and click Save.

Delete Contacts

Contacts can be deleted either from the list view page or the contact details page. Contacts associated with active Requests, Estimates, Work Orders, or Appointments can not be deleted.

To delete contacts from the list view:
  1. Select the Contacts module and select the checkboxes of the contacts you want to delete.
  2. Click Delete.



  3. Click Delete in the confirmation message.



    If there are contacts which are associated with active Requests, Estimates, Work Orders, or Appointments, then they cannot be deleted. The outcome of the deletion will be displayed (see the screenshot below).

To delete a contact from its details page:
  1. Select the Contacts module and click the contact record you want to delete.
  2. Click Delete.
  3. Click Delete in the confirmation message.
    If there are contacts which are associated with active Requests, Estimates, Work Orders, or Appointments, then they cannot be deleted. The outcome of the deletion will be displayed (see the screenshot below).

Note: Deleted contacts cannot be recovered.

Add Contact from Mobile App

To create a contact:
  1. Select Contacts, in the left menu.



  2. In the Contacts screen, tap the add [+] icon.



  3. In the Create Contact page, enter the necessary details and click Save.



  4. In the lookup fields, you can do an advanced search.
  5. In the address fields, you can add addresses.
  6. The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.
The created contact can be edited. To edit a contact:
  1. Click the Edit [] icon on the top right side.
  2. Make the necessary changes and click Save.

         
You can also add addresses, and notes.

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