In COUNT, managing contacts and products is made easy with dedicated pages for People, Vendors, and Customers. Each page provides relevant information in an organized table, allowing you to quickly update details or take action as needed. Here's how you can manage these sections effectively.
People
The People section allows you to track all individuals associated with your business. The page has six tabs to organize contacts as follows: All People, Employees, Contractors, Donors, Volunteers and Others.
Columns:
Name: The individual’s name.
Email: Primary email address.
Position: Job title or role in the organization.
Type: The classification of the person (employee, contractor, etc.).
Role: Assigned permissions or roles in the system.
Active (Toggle Button): Toggle to mark the individual as active or inactive.
Actions: Includes options to:
Edit: Update the contact's details.
Delete: Remove the person from your system.
Account Setup Status: Indicates if the individual has set up their COUNT account.
Vendors
The Vendors section lets you manage entities or individuals that supply your business with products or services. You can easily track vendor details and take quick actions when necessary.
Columns:
Name: Vendor’s name.
Type: Classification of the vendor (business or individual).
Account Number: The vendor's assigned account number.
Contact: The primary contact for the vendor.
Actions: Available actions include:
Edit: Modify the vendor's information.
View Transactions: View a detailed list of transactions with the vendor.
Delete: Remove the vendor from your list.
Customers
In the Customers section, you can view and manage people who purchase from your business. This page provides easy access to customer records and key information.
Columns:
Name: The customer’s name.
Email: Primary email address.
Phone: Contact number for the customer.
Notes: Any additional notes related to the customer.
Actions: Includes options to:
Customer Statement: Generate and view a customer statement.
Edit: Update customer details.
Delete: Remove the customer from your system.
By managing People, Vendors, and Customers efficiently within COUNT, you ensure accurate tracking of business contacts and inventory, streamlining your business operations. Each page provides key actions and controls to help you stay organized and focused.