System Logic After Save

When saved:

• Person record is created
• Appears in the Person list
• Can be linked to:
  • Lead
  • Deal
  • Quotation
  • Organization
  • Order
  • Visit
  • Call
• Can be converted to Customer later

Strategic Design Strength

This form is strong because it:

• Avoids duplicate data
• Supports multi-address structure
• Supports organization linking with an individual person
• Supports textile distribution workflow

Basic Information Section

1.1 Person Name * (Mandatory)

Full name of the individual.
Primary display name across the CRM.

1.2 Phone No. (Mandatory Recommended)

Country code selector (default: +91)

Multiple numbers can be added using the plus icon.

Used for:

• Calls
• WhatsApp
• Lead linking
• Duplicate detection

1.3 Email ID (Optional)

Multiple emails can be added using the plus icon.

Used for:

• Email communication
• Invoice sharing
• Marketing campaigns

1.4 PAN No. (Optional)

Used for:

• Financial documentation
• Compliance reference

1.5 Credit Period (Days)

Defines credit terms for this contact.

Example:
30 days

Used in:

• Sales
• Billing
• Payment reminders

1.6 Special Date (Checkbox)

When checked, two additional fields appear:

• Birth date
• Anniversary date

Used for:

• Relationship marketing
• Automated greetings
• CRM reminders

Organization Details (Collapsible Section)

2.1 When to Use

Used when the person belongs to a company.

2.2 Common Fields

• Organization Name
  • Dropdown selection of existing organizations
• Designation
  Examples:
  • Purchase manager
  • Owner
  • Accountant
• Helps identify decision-making role.
• Organization Phone / Email
  Separate from personal contact details.
• Website
  Organization website.
• PAN No. (Organization Level)
  Used if organization has separate PAN.
  • New Organization
    Creates a new organization directly from this form
    Prevents switching screens

Note:
A contact person belonging to multiple organizations can be managed and tracked from here (based on configuration).

Key System Logic

1.1 Person as a Master Record

Person is a core master record. It can be:

• Standalone
• Linked to organization
• Converted to customer
• Used in lead
• Used in deal
• Used in quotation

Important note:
Deleting a Person may impact linked modules and records.

10. Why the Person Module Is Important

• Central contact database
• Prevents data duplication
• Shared visibility across teams
• Used across all relevant modules

In textile CRM context, a Person can be:

• Buyer
• Purchase manager
• Accountant
• Broker
• Decision maker

Three Dot Menu (⋮ Top Right)

1.1 Common Options

Options can include:

• Organization details
• Billing details
• Shipping details
• Attachment
• Delete

Purpose:

• Allows adding additional information to the Person record
• Allows deletion (based on permission and business rules)

Convert to Customer Button

Navigation Path:
Sales Module → Contact→  Person → Click on Convert to Customer

2.1 What It Does

When clicked:

• Person is promoted or converted into a Customer

Used when:

• Deal is closed
• Person becomes a regular billing entity

Benefit:

• Avoids duplicate customer creation and keeps data unified

Filter Panel (From List Screen)

Navigation Path:
Sales Module → Contact→ Person → Click on Filter Icon

3.1 Common Filters

Filters can include:

• Assigned user
• Created at:
  • Between
  • Before
  • After

Used to:

• See contacts created by a specific team member
• Filter contacts by time period
• Monitor contact entry activity

Left Panel — Person List

1.1 What You See in the List

This is a vertical list of all saved contacts. Each row shows:

• Person name
• Primary contact number

Example:

• Zeeshan Saleem
• +91 9760009000

1.2 Search Bar (Top)

Used for quick access when the contact database is large.
Capabilities:

• Search by name
• Search by mobile number

Shortcut: Ctrl + K

1.3 Sort Icon (A–Z / Z–A)

Enables alphabetical sorting of the person list.

1.4 Filter Icon 

Opens the filter panel (explained later in this document).

1.5 + Person Button (Top Right)

Navigation Path:
Sales Module → Contact→  Person → Click on + Person

Creates a new Person record.

Person Detail View (Right Panel)

2.1 What Happens When You Click a Person?

When a user selects any person from the list, full details open on the right side.

Person Detail — Section Breakdown

3.1 Header Section

Shows:

• Profile icon
• Person name
• Primary contact number

Right side typically includes:

• Three dot menu (⋮)
• Convert to Customer button

3.2 Basic Details

Contains core identity information such as:

• Name
• Contact number
• Email ID
• PAN number
• Credit period
• Birth date
• Anniversary date

Edit behavior:

• Edit icon allows updating basic information

Purpose:
This is the primary identity and communication information of the contact.

3.3 Billing Details

Displays billing-related information such as:

• Address
• City
• State
• Country
• GST type and more

Billing card actions (⋮ inside billing card) may include:

• Edit
• Delete

Used when:

• Contact becomes a billing party
• Contact is linked to quotation or invoice

Notes:

• Multiple billing details can be added.

3.4 Shipping Details

Same as Billing (Checkbox)

When enabled, the shipping address is auto-copied from billing.

Shipping Address Fields

Same structure as billing, typically showing:

• Address
• City
• State
• Country

Parcel Receiver (If Different From Buyer)

Includes:

• Receiver name
• Company name
• Contact number
• Email ID

Shipping card actions (⋮ inside shipping card) may include:

• Edit
• Delete

Used when:

• Receiving person is different from buying person
• Shipping details are required for quotation and invoice

Notes:

• Multiple shipping details can be added.

3.5 Other Details

Contains:

• Remark
• Description

Used for:
Sales notes and historical context, for example:
“Shared details on WhatsApp. Demo scheduled 27-2.”

At the bottom, the system usually shows audit fields such as:

• Last updated by
• Created by
• Date and time

Purpose:
Supports reporting, accountability, and audit trail.

Navigation Path:
Sales Module → Contact → Person

2.1 Purpose of This Screen

This screen displays all individual contacts stored in the system.
A Person can exist independently or from :

• Deal
• Organization
• Customer

The Person Module in WORTAL CRM is designed to manage and maintain detailed records of individual contacts associated with business activities. A ‘Person’ represents a real individual—such as a buyer, decision-maker, manager, or any stakeholder linked to Leads, Deals, or Organizations.

This module serves as a central repository for all personal and professional information, including contact details, email, identification data (e.g., PAN), credit terms, and important dates like birthdays and anniversaries. It also allows users to manage billing and shipping addresses, ensuring accurate and organized record-keeping