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8.3 Contacts Management

This Contacts Management page lets you manage the contacts that are in your system that is automatically created when a customer goes through step 4 in the reservation process. There are 5 tabs on this page which are Contact Categories, Fields, Files, Relation Categories, and Relation Types.

Where can I find this page?

This page is located under the Contact Category in the settings, highlighted in dark blue in the picture below.

Contacts Management

 

Contact Categories

This tab lets you manage the contact categories that are in the system as well as let you create more categories.

How do I create a new contact category?

Firstly, click on the blue “Add Category” button located on the top right of the screen, highlighted in orange in the picture below.

Once you have clicked the button, a new page will appear. Here, enter all the details of this new category that you are creating. Click on the blue “Save” button, highlighted in orange in the picture below when you have finished making changes.

 

How do I delete a contact category?

Firstly, click on the contact category that you would like to delete. Next, click on the red “Delete” button, highlighted in orange in the picture below.

del-cont-cate

 

 

Fields

This tab is the layout of the form that a customer sees when they reach step 4 in the reservation process which is creating a new customer form. You can edit this form to look however you would like to. To learn how to do so, click here.

Files

This tab lets you upload files that you can use to identify a customer or for references such as a picture of their National ID card or a signed Rental Agreement document.

 

Relation Categories

This tab gives you an overview of all the “relationship” categories in the system and lets you manage them. An example of a “relation category would be Family. By default, the system creates 3 categories which are Company, Family, and Others.

How do I create a new relation category?

Firstly, click the blue “Add Row” button located on the bottom left of the table, highlighted in orange in the picture below.

Next, enter the name of the “relation” category you are creating. After you have done so, click on the blue “Save” button, highlighted in orange in the picture below.

 

How do I delete a relation category?

On the right of the “relation” category, you would like to delete, click the “Trash Bin” button, highlighted in orange in the picture below. Do note that the system default cannot be deleted.

 

 

Relation Types

This tab gives you an overview of all the relationship types in the system and lets you manage them. An example for a relation type would be Child.

How do I create a new relation type?

Firstly, click the blue “Add Row” button located on the bottom left of the table, highlighted in orange in the picture below.

Next, select the relation category that this type will fall under. Then, enter the name of the relation type you are creating and it’s inverse (if any). After you have done so, click on the blue “Save” button, highlighted in orange in the picture below.

 

How do I delete a relation type?

On the right of the relation category, you would like to delete, click the “Trash Bin” button, highlighted in orange in the picture below.

 

To learn how to add a contact, click here.