Contacts User Guide

The Contacts section in Gem Logic is your central hub for managing all individuals and organizations connected to your business, including clients, prospects, and suppliers. This guide covers adding, organizing, and accessing contact-related information for efficient communication and transaction history.

Adding a New Contact

1. Go to Contacts > Add Contact.
2. Enter relevant details, such as name, contact information, and category (Client, Supplier, Prospect).
3. Click "Create contact" to save the new contact.

Contact Details Overview

Each contact profile provides a complete view of information and activities, helping you stay informed and responsive. Here’s what you’ll find in a typical contact record:

• General Information: Name, address, phone, email, and any specific notes.
• Sales & Transactions: View a history of sales, invoices, and payments associated with the contact.
• Repairs: Check any open or completed repair orders linked to the contact.
• Gift Cards: Track issued, used, or available gift cards for clients.
• Other Interactions: View other relevant interactions, such as calls, inquiries, and customer service notes.

Searching for Contacts

1. Use the Search bar within the Contacts section to locate a contact by name, phone number, or email.
2. Filter contacts by category (e.g., Clients, Suppliers) or tags to quickly narrow results.