The Contact Details page allows you to view, update, and manage details for an individual contact. Below are the key sections and actions you can take on this page:

Accessing the Contact Details Page #

1. From the Contacts tab in the left sidebar, you will see a list of all available contacts.
2. Click on the contact’s name from the list to view their detailed information (e.g., Name, Email, Country, etc.).

Contact Information #

At the top of the page, you will find the essential details of the selected contact:

• Name: Displays the full name of the contact.
• Email: Shows the contact’s email address.
• Company: If provided, the company name associated with the contact will be displayed.
• Timezone: Displays the contact’s timezone (if available).
• Country: The contact’s country of residence.
• State/City: The state and city information (if available).
• Address: Any available address details.
• Languages: Displays the languages spoken by the contact.
• Description: You can add a brief description related to the contact.
• Reference: Add any relevant references or notes related to this contact.
• Billings: Billing information can be added or viewed for the contact here.

Notes Section #

You can manage notes associated with the contact in this section.

• Add a new note in the Note input field and click Submit to save.
• If there are existing notes, they will be listed below. You can view more by clicking Load More.

Invoices, Quotations, and Documents Tabs #

You can also manage various aspects related to the contact:

• Invoices: View and manage any invoices associated with the contact.
• Quotations: View and manage quotations linked to this contact.
• Documents: Any relevant documents for this contact can be viewed and managed here.

Actions #

• Add Notes: Input text in the Note field and click Submit to save.
• View and Manage Invoices, Quotations, and Documents: Click the respective tabs to view and manage these records associated with the contact.

This page provides a comprehensive view of all the important details regarding a contact, allowing you to efficiently manage and track interactions, billing, and more.