Contact Profile: Additional Features

RemOnline allows you to edit all the contact form fields. Click the contact name and navigate to the “General” tab in a contact profile. Modify the needed data and hit the “Save” button.

This tab shows the current balance of a contact made up with all mutual movements of products, services, and cash transactions taken into account.

In the case of receivables (debt to be paid by a contact), a corresponding amount becomes green and gets a note that reads “The contact owes us”.

In the case of zero balance, a corresponding amount (zero) keeps the font color unchanged and gets a note telling that “You’re settled up”.

In the case of payables (debt to be paid by your company), a corresponding amount becomes red and gets a note that reads “We owe contact”.

Press “+ Balance adjustment” to make a new balance adjustment for a selected Contact profile.

Below is the list of all transactions (payments) and events (balance adjustments) that make up a current balance of a contact. Press “Export” to download the list of transactions on PC in the Excel file format.

Here are the Assets that belong to a contact, each listed along with a serial number, name, and the warehouse it’s currently located.

Click a serial number to open a related Asset profile. Press “+ Asset” to create a new Asset profile for this contact.

The Documents tab displays all the documents associated with this contact.

This tab consists of several sections: Leads, Estimates, Orders, Sales, Invoices, Refunds, Conversions, Posting and Returns to supplier. The last two sections are displayed only if the customer is also a supplier.

If the contact has relevant documents, all tabs display the document number, date and by whom it was created, and, depending on the type of document, its status, due date, amount or result.

Important: the Invoices section displays invoices where the contact acts either as a contact or as a payer.

On the Leads, Estimates, Orders, Sales, and Invoices tabs, you can create a new document by clicking the corresponding button.

You can configure which documents they have access to - all of them or only those from the locations available to them in the employee role permissions.

The “Payments'' tab stores short information about every contact payment: date and time, note, target cashbox, and the payment sum. The payment data contains an order or sale number, so you can access the order or sale details.

There are “+ Advance” and “- Payout” buttons you can use to accept contact payments or return contact funds.

On the Communication tab, you can view the entire history of communications with the contact, including calls, SMS, and chats. This tab consists of three sections:

Important: The Communications tab is available to all users. The Chats section is displayed only for users with the appropriate user access.

Navigate to the “Calls” tab to view information on all contact calls. Call date and time, call type, and call record are available for every contact call you've made. Filter your calls by “All”, “Incoming”, “Outgoing”.

The “SMS” tab contains all the SMS you've sent to the contact. SMS info contains send date, status, and text message.

The Chats section contains all the chats with the contact which you have access to.

Here you can view the list of chats and open them. In the chat, you will find all the same information and features as in the chat with the contact in the Chats section: message history, a field for entering a new message, buttons for closing/opening the chat, and information about the contact in the panel on the right.

If there are no chats with this contact, the page will be empty.

You can also create a new chat with this customer directly from this page. To do this, click on the + Chat button and fill in all the necessary information.