Why Trash Is Important in Textile Business

Textile sales teams often:

• Delete wrong leads accidentally
• Remove duplicate buyers
• Delete quotations mistakenly

Without Trash:

• Permanent data loss
• Reporting mismatch
• Revenue tracking issues

With Trash:

• Safe recovery
• Audit tracking
• Owner control

Example Scenario

Salesperson deletes a lead by mistake.

Owner checks Trash → restores lead.

Follow-up continues without data loss.

Recommended Practice

• Only Admin should permanently delete
• Sales team should restore instead of re-creating
• Review Trash weekly
• Monitor frequent deletions

Common Mistakes

• Permanently deleting without checking
• Not restoring before 60 days
• Ignoring branch filter
• Allowing delete permission to everyone

How Trash Impacts Reports

Deleted records:

• Do not appear in active reports
• Appear in Trash until 60 days
• After permanent deletion → fully removed

Security Recommendation

For enterprise textile clients:

• Restrict Delete permission
• Enable only Restore for managers
• Permanent delete only by Admin

Why Contact Customization is Important

Without structured contact fields:

• Random data entry
• No buyer segmentation
• No credit tracking
• Weak reporting

With proper setup:

• Categorize buyers
• Track high-value clients
• Filter by business type
• Target marketing campaigns

Common Mistakes

• Too many unnecessary fields
• Not marking important fields mandatory
• Mixing person and organization data
• No buyer categorization

Final Checklist

• Person fields defined
• Organization fields defined
• Mandatory fields set
• Sales team trained
• Reporting filters tested

Contact Settings – Navigation

Navigation Path:
Sales Module → Settings →  Contact

You will see two tabs:

• Person
• Organization

Each tab allows custom field creation.

Person (Individual Contact)

2.1 When to Use Person

Used when:

• Dealing with an individual buyer
• Contact person inside a company
• Sales representative
• Distributor contact

2.2 Add Custom Field (Person)

Click:
➕ New Field

Enter:

• Field Label
• Field Type
• Mandatory (Optional)

2.3 Available Field Types

• Text Field
• Number
• Dropdown
• Checkbox
• Radio Button
• Date
• Paragraph

2.4 Textile Person Field Examples

• Department — Dropdown
• Buyer Category — Dropdown
• Purchase Authority — Radio
• Preferred Language — Dropdown
• Birthday — Date
• WhatsApp Active — Checkbox

2.5 Example Use Case

Buyer Name: Rajesh Shah
Company: Saras Textiles
Role: Purchase Manager
Preferred Communication: WhatsApp

This data helps the sales team personalize follow-up.

Organization (Company Level Contact)

3.1 When to Use Organization

Used when:

• Storing business or company information
• Textile traders
• Wholesalers
• Export buyers
• Retail chains

3.2 Add Custom Field (Organization)

Click:
➕ New Field

3.3 Textile Organization Field Examples

• Business Type — Dropdown
• Annual Turnover — Number
• Primary Product Category — Dropdown
• Credit Limit — Number
• Payment Cycle — Dropdown
• GST Category — Dropdown
• Territory — Dropdown

3.4 Example Organization Record

Company Name: Saras Fabrics
Business Type: Wholesaler
Primary Product: Cotton Dress Material
Credit Limit: ₹10,00,000
Payment Cycle: 30 Days

This helps in:

• Sales qualification
• Risk assessment
• Target segmentation

1.1 Contact Settings (Person & Organization)

This section allows you to:

• Customize contact data fields
• Collect textile-specific buyer information
• Separate Individual vs Company details
• Improve CRM data quality

This directly affects:

• Buyer segmentation
• Credit and payment tracking
• Sales follow-up personalization
• Reporting accuracy