Contact
Overview
Contact – Business Overview and Usage
The Contact document is used to centrally manage information about people your organization interacts with during daily business operations. This includes customers, suppliers, partners, leads, and internal or external stakeholders. It ensures that everyone in your organization has access to consistent, up-to-date contact details, supporting smooth communication and relationship management.
Purpose in Business Operations
The Contact document serves as a single source of truth for personal communication details such as names, phone numbers, email addresses, and job roles. Instead of storing contact information in emails, spreadsheets, or personal address books, Dafater keeps everything organized and accessible in one place.
This helps businesses:
- Maintain professional and consistent communication
- Avoid duplicated or outdated contact records
- Improve coordination across sales, finance, procurement, and support teams
Prerequisites and Setup Requirements
Before using the Contact document effectively, the following should be in place: - Core business records such as customers, suppliers, or organizations should already exist - A clear internal policy on how contacts are named and maintained - Defined ownership or responsibility for keeping contact details up to date
No advanced setup is required, but agreeing on basic data standards ensures long-term accuracy.
Typical Workflow and Business Fit
- A new person is identified during a business interaction (for example, a customer representative or supplier contact).
- A Contact record is created with their key personal and communication details.
- The Contact is linked to the relevant customer, supplier, or organization.
- Teams use the Contact for emails, calls, follow-ups, approvals, or service communication.
- Over time, the Contact is updated as roles, phone numbers, or responsibilities change.
This document quietly supports many processes without being part of a formal approval workflow.
Key Business Scenarios Where Contact Is Essential
Sales and customer relationship management
Track decision-makers, buyers, and coordinators for customers and prospects.Supplier and partner coordination
Maintain points of contact for ordering, billing, or issue resolution.Finance and billing communication
Ensure invoices, reminders, and confirmations reach the right person.Service and support follow-ups
Keep consistent communication with the same individual across interactions.Internal collaboration
Share reliable contact details across departments to avoid miscommunication.
Important Considerations for Users
- Keep contact information accurate and current to avoid delays or missed communication.
- Avoid creating duplicate contacts for the same person; always search before adding a new one.
- Clearly identify the person’s role and associated organization to provide context.
- Review and clean up inactive or outdated contacts periodically.
- Treat contact information as sensitive business data and use it responsibly.
In summary, the Contact document plays a foundational role in maintaining strong, organized, and professional business relationships across Dafater.
Basic Information
- Module: Contacts
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| first_name | First Name | Data | - | Contact's given name for identification in Dafater records | |
| middle_name | Middle Name | Data | - | Additional personal name for accurate contact identification | |
| last_name | Last Name | Data | - | Family name used for formal and business communication | |
| full_name | Full Name | Data | - | Complete contact name displayed across Dafater transactions | |
| email_id | Email Address | Data | Primary email address for official communication and notifications | ||
| user | User Id | Link | User | Linked Dafater user account associated with this contact | |
| address | Address | Link | Address | Primary address linked to the contact for correspondence | |
| syncwithgoogle_contacts | Sync with Google Contacts | Check | - | Enable synchronization of this contact with Google Contacts | |
| status | Status | Select | Passive, Open, Replied | Current engagement status of the contact in business follow-ups | |
| salutation | Salutation | Link | Salutation | Formal greeting or title used for the contact | |
| designation | Designation | Data | - | Job title or role of the contact in organization | |
| gender | Gender | Link | Gender | Gender information for reporting and personalization purposes | |
| phone | Phone | Data | Phone | Primary landline phone number of the contact | |
| mobile_no | Mobile No | Data | Phone | Primary mobile number for direct communication | |
| company_name | Company Name | Data | - | Company or organization the contact represents | |
| image | Image | Attach Image | - | Profile image for visual identification in Dafater | |
| google_contacts | Google Contacts | Link | Google Contacts | Linked Google Contacts record for synchronization reference | |
| googlecontactsid | Google Contacts Id | Data | - | Unique Google Contacts identifier for this contact | |
| pulledfromgoogle_contacts | Pulled from Google Contacts | Check | - | Indicates contact imported from Google Contacts | |
| email_ids | Email IDs | Table | Contact Email | List of additional email addresses for the contact | |
| phone_nos | Contact Numbers | Table | Contact Phone | List of additional phone numbers for the contact | |
| links | Links | Table | Dynamic Link | Business entities linked to this contact in Dafater | |
| isprimarycontact | Is Primary Contact | Check | - | Marks this contact as the main business representative | |
| isbillingcontact | Is Billing Contact | Check | - | Indicates contact responsible for billing communication | |
| department | Department | Data | - | Department where the contact is positioned | |
| unsubscribed | Unsubscribed | Check | - | Indicates contact opted out of email communications |
Child Tables
Email IDs (Contact Email)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| email_id | Email ID | Data | ✓ | Contact's email address used for communication in Dafater | |
| is_primary | Is Primary | Check | - | Marks this email as primary contact address in Dafater |
Contact Numbers (Contact Phone)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| phone | Number | Data | ✓ | Phone | Contact phone number stored in Dafater for business communication |
| isprimaryphone | Is Primary Phone | Check | - | Marks this number as primary phone in Dafater | |
| isprimarymobile_no | Is Primary Mobile | Check | - | Marks this number as primary mobile contact in Dafater |
Links (Dynamic Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| link_doctype | Link Document Type | Link | ✓ | DocType | Select Dafater document type to establish a dynamic business reference. |
| link_name | Link Name | Dynamic Link | ✓ | link_doctype | Specify the referenced record name based on selected Dafater document. |
| link_title | Link Title | Read Only | - | Displays the linked document title for quick business context. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Purchase Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Maintenance User | ✓ | ✓ | ✓ | |||
| All | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ | ✓ | ✓ | |||
| Sales Manager | ✓ | ✓ | ✓ | |||
| Maintenance Manager | ✓ | ✓ | ✓ | |||
| Accounts Manager | ✓ | ✓ | ✓ | |||
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | ✓ | ✓ | |||
| Purchase User | ✓ | ✓ | ✓ | |||
| Purchase Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Customer | Linked from | Selling |
| Delivery Note | Linked from | Stock |
| Dunning | Linked from | Accounts |
| Installation Note | Linked from | Selling |
| Issue | Linked from | Support |
| Maintenance Schedule | Linked from | Maintenance |
| Maintenance Visit | Linked from | Maintenance |
| Opportunity | Linked from | CRM |
| POS Invoice | Linked from | Accounts |
| Payment Entry | Linked from | Accounts |
| Purchase Invoice | Linked from | Accounts |
| Purchase Order | Linked from | Buying |
| Purchase Receipt | Linked from | Stock |
| Quotation | Linked from | Selling |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Shipment | Linked from | Stock |
| Subcontracting Order | Linked from | Subcontracting |
| Subcontracting Receipt | Linked from | Subcontracting |
| Supplier | Linked from | Buying |
| Supplier Quotation | Linked from | Buying |
| Warranty Claim | Linked from | Support |
| Address | Links to | Contacts |
| Gender | Links to | Contacts |
| Google Contacts | Links to | Integrations |
| Salutation | Links to | Contacts |
| User | Links to | Core |