Overview
This article will go over how to create a contact within SmartDocs 360.
Navigation
1. Please select the Entity in which the Contact is intended
2. From the main toolbar select Contacts.
3. Select
4. Select between Supplier or Customer depending on the contact's relationship.
5. Enter the details of the contact then Select Create Supplier or Create Customer
Contact Details
The Contact Details screen you to input and review the following information:
Please Note
The Contact Name field is integrated with Google. If the Contact is found please select and the system will prefill known Contact, address and business info details. If the Contact can not be found please manually enter the contact's details.
Details
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Screen Options
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Explanation
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| Contact Name | Input the Contact's name. |
| First Name | Input the first name of the Contact. |
| Last Name | Input the last name of the Contact. |
| Phone Number | Input the Phone Number of the Contact. |
| Mobile Number | Input the Mobile Number of the Contact. |
| Input the Email Address of the Contact | |
| Website | Input the Website of the Contact |
Address
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Screen Options
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Explanation
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|---|---|
| Country | Select the country of the contact. |
| Address line 1 | Input the address of the contact. |
| Address line 2 | Input the second address of the contact if required. |
| City/Suburb | Input the City or Suburb of the contact. |
| State | Input the State of the contact. |
| Postcode | Input the Postcode of the contact. |
Business Info
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Screen Options
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Explanation
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| Business Number | Input the Business Number of the contact. |
| Company Code | Input the Company Number of the contact. |
Financial Details
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Screen Options
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Explanation
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| Bank Account Name | Input the name of the Bank Account for the contact. |
| BSB Code | Input the BSB Code of the contact. |
| Bank Account Number | Input the Bank Account Number of the contact. |
| SWIFT/BIC Code | Input the SWIFT/BIC Code of the contact. |
| Currency | Select the currency used by the contact. |
Additional Info
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Screen Options
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Explanation
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|---|---|
| Additional Info | Input any additional information related to the contact. |