Create a new contact
There are a variety of ways you can create a contact in Farm Focus
Option 1
Go to Settings > Contacts
Select Add new contact
Enter the appropriate information into the modal
Once you have created the contact, click Save
NOTE:
If you want to use the Bill Payment process you will need to enter the bank account details for any contacts you intend to pay.
If you want to automatically send a tax invoice to a supplier you will need to enter the supplier email address.
Address finder will help to populate the address fields. For tax invoices and credit notes, a contact’s postal address is essential.
Option 2
In an Invoice or Bank Transaction
Click into the header
Select Other Party
Select + Add new
It will take you into the address modal, as above.
Edit a contact
There are a variety of ways you can edit a contact in Farm Focus.
Option 1
Go to Settings
Go to Contacts
Select the three dots on the contact that you would like to edit, and click Edit contact
Update the required information and select save.
Option 2
In an Invoice or Bank Transaction
Click into the header
Select Other Party
Select the pencil image
It will take you into the address modal, as above.
Deactivate a contact
Go to Settings > Contacts
Select the contact you would like to deactivate
Click on the Contact status “Active” toggle and the colour changes from green to grey.
Reactivate a contact
Go to Settings > Contacts
Click on the Show inactive toggle and the colour changes from grey to green. It will now display the deactivated contacts
Select the contact you want to reactivate
Click on the Contact status “Active” toggle and the colour changes from grey to green.
Delete a contact
Go to Settings
Go to Contacts
Hover over the contact and click on the 3 vertical dots
Select Delete contact.
If you have used a contact in an invoice, bank transaction, tax invoice or credit note you will not be able to delete the contact. However, you can deactivate the contact.
Search for a contact
If you have a long list of contacts and want to be able to search for a specific one you can use the search bar at the top right-hand corner of your screen.
You can type in any part of the Contact name or the Email address to narrow down your search.
Click to Show Inactive Contacts to include any inactive contacts in your search criteria.
Tip: You can also hover over the contact, select the 3 vertical dots and then select Edit, Reactivate or Delete a contact.