Information And Organization Details

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).