Managing the Contact Detail

Effectively managing contact information is vital for delivering personalized communication, enhancing customer engagement, and ensuring smooth field operations. Zuper provides a centralized platform to create, organize, and maintain detailed contact profiles that serve as the primary touchpoints for customer interactions. By consolidating key details such as phone numbers, email addresses, associated organizations or properties, tax preferences, and portal access, Zuper enables your team to interact with the right person at the right time, ensuring faster resolutions and stronger relationships. This guide will walk you through how to access the Contacts module and efficiently manage contact-related data.

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Accessing the contacts listing page

• Select the “Client” module from the left navigation menu and choose “Contacts.”
• You will land on the Listing page, which provides a comprehensive view of all your contacts with key information such as Contact Name, Status, Email, Work number, and more.

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Exploring the listing page

The Customer/Contact Listing Page layout in Zuper includes view management, column selection, views, and saving customized views. This process is performed directly on the module’s listing page. Default Listing Behavior The system retains its existing default listing behavior, ensuring that pre-set configurations or default views are preserved. When you first access the Customer/Contact Module Listing Page, you’ll see the default view with columns such as Customer/Contact Number, Customer/Contact Address, Customer/Contact Tags, and Customer/Contact Status.

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Create view configuration

Selecting Columns You can choose which columns to display to focus on relevant data: 1.     Select the “Customer/Contacts” module from the left navigation menu. You can view the listing page.

2. From the “Views” list, click “+Create new view.”

3. A “Create View” dialog box appears.

View Name (Mandatory) – Enter the view name. Share with - Select any one of the options (User, Team), and you can add the relevant users. Visibility to all users – Toggle on to make this view visible. Click “Create” to create a new view.

4. Once you click “Create,” the Columns sidebar appears, showing “Available Columns” and “Displayed Columns.” To add a column, drag it from the “Available Columns” list on the left to the “Displayed Columns” list on the right. You can click “Continue.”

5. To remove a column, drag it from the “Displayed Columns” list back to the “Available Columns” list or click the - next to the column name. Click Continue to apply the changes.

6. If you wish not to add any filter, click “Skip and Save” to create the view.

7. The view is saved successfully.

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Applying filters

The Filter feature lets you refine your view by applying multiple filters based on available attributes. For example, you can select an attribute like “Customer/Contact Status Type,” choose conditions such as “Equal to,” “Contains,” or “Does Not Contain,” and choose the desired value. Once the filter is applied, the results will update to show only the Customer/Contacts that meet your criteria, making it easier to find and manage relevant Customer/Contacts.

1. Click “Filter” at the top left of the page. Choose the attributes you want to filter by, apply the desired conditions, and click the “Add” button to view the results.

2. Click “Update View” to modify the existing view.

3. The new view is set successfully with the filter. You can view the filter created and the filter name from the view list.

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Update view

An update view allows you to modify the current display settings of the “Customer/Contacts” section. After making changes, you can save the updated configuration to the existing one or name it a new view.

1. Add/remove the existing columns and click “Update View” to modify the existing view.

2. The view is updated successfully.

3. Click the down arrow below the “Update View” to create a new view by clicking “Save as new view.”

4. A “Create View” dialog box appears.

• View Name (Mandatory) – Enter the view name.
• Share with - Select any one of the options (User, Team), and you can add the relevant users.
• Visibility to all users – Toggle on to make this view visible.

Click “Create” to create the new view.

5. Click “Reset View” to reset the current view.

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Setting permissions for views

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Edit Permissions

Users with edit permissions can modify the layout:

• They can add/remove columns, reorder them, and adjust views as described above.
• If permission is given, changes can be saved as a new view or overwritten as an existing one.

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View Permissions

Users with view-only permissions can see the layout but cannot make changes:

• They can view the customized columns and filters but cannot edit them. To ensure consistency for viewers, they can save them as a new “View.”

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Make changes to the view

• Rename: This option allows you to change the view’s name (e.g., from “New_Customer” to something else).
• Visibility: This lets you adjust who can see the view. Options include sharing with a user or team or keeping it private (“Only Me”), as well as toggling visibility for all users in Zuper (as shown in the “Create a View” dialog in prior images).
• Duplicate: This function creates a copy of the “New_Customer” view, allowing you to modify the duplicate without affecting the original.
• Delete: Removes the view entirely. Since this is a custom view, deleting it would revert the listing to the default view or another saved view. Only the created user can delete the view.

The Customer/Contact Module Listing Page in Zuper allows for flexible layout customization directly on the listing page. You can select and reorder columns, apply views, save customized views, and set permissions to ensure the right level of access for your team. Use the steps above to tailor the view to your workflow and save it for future use.

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Pinned filters

Zuper’s Customers module lets you use pinned filters to streamline your filter experience. Pinned filters keep your most-used criteria readily accessible for quick application. Pin up to 3 filters in any module.

1. Select the “Clients” module from the left navigation menu. Choose the “Customers/Contacts.”

2. Pin Filters for Quick Access
   • Once your filters are set, click the Pin Filters button in the dialog box to save them as pinned.
   • Pinned filters appear in the dialog box’s “Pinned Filters” section, allowing you to apply them with one click in future sessions.

3. To Unpin the filter:
   • To unpin, select a pinned filter and click Remove.
   • To apply pinned or default filters, open the dialog box and select them.
   • Use Clear All to remove active filters.

After filtering a specific Customer/Contact, click the “Name” on the listing page to view and manage its details on the Customer/Contact details page.

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Creating a new contact

You can quickly create a new contact directly from the listing page.

1. Click the ”+ New Contact” button in the top right corner.
2. Fill in the required fields such as Contact Name, Contact Information, Tax Details, and Service Addresses.
3. For a step-by-step walkthrough, refer to the Creating a new contact article.

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Managing contact details

Once you select a contact from the Contacts listing page, the Contact Details page opens. It provides a centralized workspace to view and manage contact information, associated records, recent activity, notes, and attachments. The page follows a three-panel layout consisting of the left panel, center panel, and right panel.

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Left Panel- Contact Information

The left panel displays the contact’s basic information and provides quick access to commonly used actions. At the top of the panel, you can view the contact’s name and address. You can also access quick actions to create a related record, send an email, make a call, add a note, or perform other contact-related actions. Below the contact information, the Primary Details section displays key information, including:

• Organization: The organization associated with the contact.
• Category: The category assigned to the contact.
• Email: The contact’s email address.
• Home: The contact’s home phone number.
• Work: The contact’s work phone number.
• Mobile: The contact’s mobile number.
• Tags: Tags associated with the contact.
• Lead Source: The source from which the contact was acquired.
• Pricelist: The pricelist associated with the contact.
• Status: The current status of the contact.
• Service Address: The address where services are provided.
• Billing Address: The contact’s billing address.
• Portal Access: Indicates whether the contact has access to the customer portal.
• Tax Preference: Displays the contact’s tax preference.

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Center Panel – Contact Workspace

The center panel provides access to contact-related information through different tabs. These tabs help you view and manage records associated with the contact.

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Right panel

The right panel displays files attached to the contact. You can view existing attachments and upload additional files using the + icon or the Add Attachments button.

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More actions

The More Actions menu at the top-right corner of the page provides additional options for managing the contact. The available actions include:

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View Auto-Created Property

When Auto-Create Property is enabled, Zuper automatically creates a property record when you save a contact with a valid service address. You don’t need to create or associate the property manually. To view the auto-created property:

1. Open the contact details page.
2. Locate the Properties tab.
3. Select the property to view its details. A quick-view panel opens showing the property name, location, number of jobs, and associated contacts. This is a good way to get a summary without leaving the page.
4. To see the full property record, select View details in a new tab in the quick-view panel.

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FAQs