Navigate to the Contact Module

Navigation: Home > Contact > Card

1. Click anywhere on the Contact card.

1. Once clicked, the details screen will appear.
2. The details screen provides a brief overview of the contact.
   
3. By default, you will see the following widgets on the details screen:
   
1. Contact
   
2. Address
   
3. Communication
   
4. Associated Project
   
4. Each widget will have its corresponding information.

Contact Widget

The widget provides a comprehensive overview of your contact, highlighting key details at a glance. The contact’s photo is prominently displayed, along with their name and title, serving as quick identifiers. A log of business partners is also shown, indicating the associated contact. At the bottom of the widget, you'll see the contact's email address and date of birth.

Address Widget

The widget provides the mailing address of the contact. The contact can have multiple addresses, such as Business, Billing, Shipping, etc. The widget will display the address that is set by the contact as the default address. However, you can view or change the values in the drop-down to see other available address types. 

Communication Widget

The widget provides the communication details of the contact. The contact can have multiple communications, such as Business, Billing, Shipping, etc. The widget will display the communication that is set by the contact as the default communication. However, you can view or change the values in the drop-down to see other available communication types. 

Associated Project

The widget displays the project details which are associated with the chosen contact. A list of projects will be shown with name, logo, and description. If you want to see more details about the project, click on the respective band. Clicking on it will take you to the Project module with its detail screen open.

Work With Widgets

This section describes the details of how you can organize, modify, add, or remove widgets from the details screen.

Organize Widgets

Refer to the Customize Dashboard article to organize your widgets on the screen. 

Add or Remove Widgets

1. Refer to the Add Widgets to Dashboard article to add widgets to your screen. 
   
2. Refer to the Remove Widget article to remove the widget from the screen.

Edit Widget Name

Refer to the Edit Widget Name article to modify the widget name of your choice. 

Modify Data Display Type

Refer to the Modify Data Display Type article to modify the widget name. 

Edit Button with Menu Options

1. An Edit button is available on the screen's action area. Clicking the button directs you to the editing screen.
2. An accordion is provided next to the Edit button. Upon clicking on the accordion, a list of options is provided:    
   
1. Favorite: You can mark a card as a favorite by clicking on the Star icon. When you mark a card as a favorite, it will appear alphabetically at the top of the list. The rest of the cards will be arranged in alphabetical order after the favorite card.
   
2. Deactivate: This option allows you to deactivate the chosen contact.
   
3. Add Laptop: This option allows you to add functionality to the user so they can download the application and run it locally on their device instead of using the cloud version. On clicking the option, a wizard will open where you need to complete all the steps.
4. Delete: This option allows you to delete the contact.

Edit Contact

1. To edit a contact, click on the Edit button.
   

1. After clicking the Edit button, a screen will appear where you can change any contact details.
   
2. Refer to the Edit Contact article for the steps to edit the details.

Mark the Contact as a Favourite

1. To mark the contact as a favourite, click on the Favourite option. 
   

1. After clicking the option, the contact will be marked with a star icon indicating it as a favorite contact.
   
2. You can remove a contact from your favorites at any time. For contacts already marked as favorites, the Unfavourite option will be available in the drop-down menu. Click on the Unfavourite option to remove the contact from your favorites. 

Deactivate the Contact

1. For any reason, if you wish to deactivate the contact, click on the Deactivate option.
   

Add Laptop to Contact

Delete Contact

1. After clicking on the Delete option, a pop-up will appear for confirmation.
   
2. Click on the Yes button to continue.
   
3. Click on the No button to abort the deletion.