Contacts are where we hold all Suppliers, Lead and Job contact information. Before a Lead or a Job can be established, the corresponding contact information must be set up. Repeat type work will use the same contact information in the case of builders. Before adding your contacts it is necessary to set up Contact Types, under Admin – Contacts. This will allow you to create corresponding filters.
Note: Each contact type is designed and set up to do different things and setting up this table correctly will allow for Jobman to function correctly.
To edit a Contact Type, double-click anywhere in the desired row to show the edit pop-up. Here you have access to all the settings.
While Jobman has core functionality it also supports other definitions and similar Contact Types.
Modify Access / View Access – You can set the staff access level that can view or modify the contact.
Residential – Can Have Areas to be selected that will go on to create room specs sheets.
Supplier – Can’t have a Job, Lead or Areas and therefore not required to Populate Address details. The Can Have Purchase Order box must be checked Y.
Builder – Should not Populate Address Details and as you do not purchase from them, should not have Can Have Purchase Order, nor should it have Areas (this can be set up in leads or jobs), as this contact type can have multiple jobs.
The Contact Type settings define what options are shown in Contact Details.
The example above shows all options switched off (for demonstration purposes only).
The actual options shown depend on the Contact Type Settings and the selected Contact Type.
It is possible to have two or more supplier types and name them accordingly.
You can add or modify Contact Type Settings, but it is important that you DO NOT DELETE a Contact type entry, as they may be linked with Leads, Jobs or Orders. Contact Types are not Lead Types or Job Types.
So don’t go overboard here. Keep it basic.