Contacts module

Overview

The Contacts module helps you:

• Manage customers — Track customer details, addresses, and order history
• Organise suppliers — Maintain supplier contacts and business information
• Define locations — Set up warehouse and business location records
• Track agents — Manage agent contacts (optional feature)

Contact types

The module organises contacts into categories, each with its own tab:

Each tab shows a count badge with the number of contacts.

Working with contacts

Creating contacts

Click New Contact in the header to open the quick add dialog:

1. Select the contact type (Customer, Supplier, Location, or Agent)
2. Enter business name and/or contact name
3. Add contact details (email, phone, mobile)
4. Enter address information
5. Click Create to save

Contacts are created with Active status by default.

Viewing contacts

Switch between three display modes using the view switcher:

Searching contacts

Use the search bar to find contacts by:

• Contact name
• Business name
• Email address
• Phone number
• Address details

The search uses fuzzy matching for flexible results.

Contact details

When you open a contact, you’ll see several information cards:

Header card

• Avatar with initials
• Contact name and business name
• Contact type badge
• Status indicator

Contact information

• Email address (clickable to compose email)
• Phone number (clickable to dial)
• Mobile number
• Fax number
• Website URL

Address information

• Address lines 1 and 2
• Suburb/city
• State
• Postcode
• Country

Additional details

• ABN (Australian Business Number)
• ACN (Australian Company Number)
• GST registration status
• Notes
• Tags and category

Order history

• Chart view — Visual graph of order activity over time
• Order logs — List of orders linked to this contact

Contact fields

Each contact record can include:

Contact status

Contact priority

Assign priority levels to highlight important contacts:

Quick actions

Contact cards include quick action buttons:

• Call — Tap to dial the contact’s phone number
• Email — Tap to compose an email to the contact

These actions open the appropriate app on your device.

Bulk import

Import contacts from external files:

1. Click Import Contacts in the sidebar menu
2. Upload a CSV or JSON file
3. Map file columns to EQUOS9 fields
4. Preview the import data
5. Choose import options (dry run available)
6. Click Import Contacts to execute

Download a template file to ensure correct formatting.

Tools and utilities

Access tools from the sidebar menu:

Regenerate Index

Rebuild the contact search index for improved search performance. Use this if searches are returning unexpected results.

Reports

Generate reports from the sidebar:

Contact Directory:

• Export your contact list as PDF
• Filter by contact type or status
• Include contact details and addresses

Editing contacts

To edit a contact:

1. Open the contact detail view
2. Click the Edit button in the app bar
3. Modify the contact fields
4. Save your changes

Best practices

1. Use consistent naming — Establish a naming convention for business names
2. Keep addresses current — Update addresses when contacts move
3. Set appropriate priorities — Use priority levels to identify key accounts
4. Add notes — Document important information about the relationship
5. Use tags — Categorise contacts for easier filtering
6. Archive instead of delete — Keep historical records by archiving unused contacts

Integration with other modules

With Order Manager

• Select contacts when creating orders
• Customer/supplier details auto-populate on orders
• Order history appears on contact detail pages

With Transport

• Contact addresses used for delivery/collection
• Time window preferences stored on location contacts

With Accounts

• Contact details appear on invoices
• ABN/GST information used for tax calculations

Related modules

• Order Manager — Create orders linked to contacts
• Transport — Delivery and collection addresses
• Inventory — Supplier information for products
• Accounts — Invoicing and billing