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