Contacts
The Contact Add form allows you to create and manage detailed profiles for different contact types such as Customers, Suppliers, and Candidates. This form captures essential business, personal, and compliance information in an organized and user-friendly interface.
Step-by-Step Workflow
Contact List
Default view showing all added contacts in tabular or card format
Contact Single Page
Detailed view of individual contact information and history
Edit/Delete Contact
Manage and update contact details or remove contacts
Import/Export Contacts
Bulk operations for managing multiple contacts efficiently
Contact Types
Users can select the contact category before filling in details to organize and filter contacts effectively.
Customer
Client and customer profiles
Supplier
Vendor and supplier records
Candidate
Job applicant profiles
All
View and filter all contact types
Form Fields Overview
| Section | Field Name | Description |
|---|---|---|
| Basic Info | Contact Type | Dropdown to select Customer, Supplier, or Candidate. (Required) |
| First Name | Enter the contact's first name. (Required) | |
| Last Name | Enter the last name of the contact. | |
| Display Name | Optional. If left blank, auto-generates from first + last name. | |
| Profile Image | Upload a profile photo (with image icon placeholder). | |
| Business & Communication | Business | Name of the business/organization (optional). |
| Email Address | Primary email contact. | |
| Phone | Contact number. | |
| Financial & Legal | Currency | Select preferred currency (default is USD). |
| File Number | Business registration or internal reference number. | |
| Date of Formation | Applicable for organizations. Date picker for founding date. | |
| PAN Number | Tax Identification number (India specific). | |
| Country | Select the contact's country from dropdown. Default is India. | |
| Tax Treatment | Select applicable tax treatment from dropdown. | |
| Address & Other Info | Address | Street or full address of the contact. |
| City | City name. | |
| Postal/Zip Code | Postal or ZIP code. | |
| Test45 / Test | Custom or placeholder fields (can be renamed/configured). |
Form Behavior
Mandatory Fields
- Contact Type - Must select from dropdown
- First Name - Required for all contact types
- Other fields are optional but recommended
Auto-Generation
If Display Name is empty, it's automatically generated using:
First Name + Last Name
Validation & Input Handling
Conditional validations implemented for:
- Email format validation
- Phone number formatting
- PAN number validation
Input masking applied to:
- Date fields with date picker
- Phone number fields
- Tax identification numbers