Contact Detail Screen
The Contact Detail Screen allows you to view all the information associated with a Retailers Contact.
- If you navigate to the Contact Details screen while a Retailer is in Edit Mode the Contact Detail screen will automatically be in Edit Mode.
- Also after saving a Contact that has been edited, you will be returned to the Retailer Screen and it will also automatically be changed to Edit Mode.
Contact Detail Buttons
At the top of the screen,
- Close Button - this will close this display and return you to the previous screen
- Options Button - this displays the Options Menu with additional operations that are related to this screen
Options Menu
This screen may be cancelled by either,
- Touching the Close button (X)
- Swiping down on the screen
The Options Menu provides the following selections:
- New Order - this will create a new sales order and take you to the ordering screen
- New Goods Return - this will create a new return order and take you to the ordering screen
- Add a Call Note - this will create a new Call Note and take you the Call Note screen
- Edit Contact - this will put the screen in Edit mode so you can make changes to the Contact data
Name
The middle section of the screen displays the Contact name
Details List
The bottom section of the screen contains all of the additional information associated with the Retailer.
- This list is scrollable and information is grouped into categories.
- The Categories can expand to display all the information contained.
- Touching the header of a closed section will open the section to display the information,
- Touching the header of an open section will close the section.
General Section
The information section displays information of a general nature about the contact.
By default the Information section is opened when the screen is loaded.
Address Section
The address section lists the Street and Postal address of the Contact.
Social Section
The social section lists information regarding the social media services used by the contact
Website Section
The Website section lists the website settings the Contact would use to log into the Order Portal or Full Website for ordering.
- This section allows you to provide a contact with website access and setup a website username.
- It is also possible to generate a Password Reset for the Contact from this section
Edit Mode
To Edit a Contact
- Touch Edit Contact from the Options Menus
- The screen will change to allow you to enter or change fields that are editable on Mobile devices
- The Options Menu link will also change to display the Save Icon
Note: the fields adjustable on mobile devices is configurable, so you may not be able to change all fields
After saving a Contact that has been edited, you will be returned to the Retailer Screen and it will also automatically be changed to Edit Mode.
To complete the action and allow the Retailer to be uploaded you need to Save the Retailer as well.
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