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

Navigation:  Clients  -> Contacts ->  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 Contacts listing page is designed for easy access and management of records. It includes the following elements.

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Search and Filtering

  • Use the Search Bar to find a contact by name or email.
  • Apply filters to narrow down the contacts list by custom attributes like job count, category, account manager, and more.

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Customization options

You can customize the listing page to match your preferences. To do this:

  1. Select the Customize button at the top-right corner.
  2. Choose which fields to display.
  3. Drag and drop fields to rearrange them in the desired order.

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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 a contact is created, the contact details page becomes your go-to space for managing its lifecycle. The page follows a three-column layout, the left panel displays the contact primary details, while the right panel provides contextual insights and quick actions for efficient contact management.

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Left Panel

The left panel displays contact-related details such as the contact’s name and address. Below this, you’ll find the quick actions bar, which offers contextual buttons to call or email the contact, create a new project, job, request, proposal, or quote, and add notes.

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Right panel

The right panel of the contact details page offers a snapshot of all key information and associated modules linked to the contact. It provides quick access to related data and helps streamline decision-making by presenting everything in one place.

Here’s what you can find in the right panel:

  • Associated Organization: Displays the organization the contact is linked to, along with key details such as organization name and address.
  • Notification Preferences: View and manage the contact’s preferred communication channels, including SMS/Text, Email, and Phone Calls.
  • Account Details: Displays billing frequency (e.g., monthly), payment terms, and assigned tax group for accurate financial handling.
  • Financial Summary: Includes current receivables, available credits, and any saved payment cards on file.
  • Preferred Users: Lists the internal team members preferred by the contact, if any.
  • Associated Modules: Quickly view counts and access details of linked projects, quotes, invoices, properties, contracts, and assets.
  • Recurring Job Schedules: Indicates whether any recurring jobs are scheduled for the contact.

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More actions

Managing a contact goes beyond simply viewing their details. Zuper allows you to take additional actions that help maintain data accuracy and enhance communication. By clicking the “More Actions” button at the top-right corner of the Contact Details page, you can access a range of options, including: