Every business is a legal entity, and to function, it requires the business to interact with many stakeholders. These stakeholders include customers and vendors of the business who play an integral part in the operations of any business. Hence it is essential to manage them efficiently for any business to operate smoothly.
Deskera Mobile App allows you to add your contacts on the go and manage them seamlessly to enable smooth business operation. We will focus on how the user can add his business contacts to the Deskera Mobile App in this article.
Fig.1 Tap on the Contact
On the Deskera Mobile App, tap on the contact to add your customers or vendors' contacts. Once you are on the Contact page, tap on the '+' button on the top right of the page. Next, you are required to fill in the contact name, country, accounts, billing address, and shipping address. After that, click on the 'Save' button.
Fig 2: Create new contact Fig 3: Add contact details
Besides that, users can also create new contacts when creating a quotation or sales invoice or any other document on the Deskera Mobile App. Users can find the Customer/Vendor option at the top of the form. Clicking on the field will take you to the contacts page. You can either select from the existing list of contacts or enter a new contact name and click on Add to save the contact.
Fig 4: Invoice – Create Purchase Invoice Fig 5: Create Invoice – Select/Add Contact
On the Purchase Order or Purchase Invoice Module, you will also find the View all Contacts option respectively under the Actions tab. Clicking on this option will show you the different contacts added to the system and also the number of documents linked to them.
Fig 6: Invoice – View All Customers
Congratulations! You are now ready to add your contacts on Deskera Mobile App.