Address And Contacts
Overview
Below is a business-focused explanation of the “Address And Contacts” report in Dafater.
Report Overview: Address And Contacts
Module: Selling
Report Type: Management / Operational Report
Primary Business Area: Customer and Partner Information Management
What Business Information This Report Provides
The Address And Contacts report gives a consolidated view of all customer-related addresses and contact persons stored in Dafater.
It helps businesses clearly see who to contact, where to send documents or goods, and how customers are geographically distributed.
This report combines:
- Customer or business partner names
- Physical and billing addresses
- Contact persons and their communication details
It acts as a single source of truth for customer communication and delivery details.
When and Why to Use This Report
You should use this report when:
- Preparing for sales outreach or follow-ups
- Verifying billing or shipping addresses before invoicing or delivery
- Auditing customer data completeness and accuracy
- Planning regional sales campaigns
- Managing key account contact information
- Supporting customer service teams with accurate contact details
Why it matters:
Incorrect or outdated addresses and contacts can lead to missed opportunities, delivery failures, delayed payments, and poor customer experience.
Key Columns and What They Mean for Business
Typical business-relevant columns include:
Customer / Party Name
Identifies the customer or business entity linked to the address and contact.Address Title / Address Type
Indicates whether the address is for billing, shipping, office, warehouse, etc.Address Line / City / State / Country / Postal Code
Helps understand customer location for logistics, taxation, and regional sales planning.Contact Person Name
Shows the primary or secondary individual responsible for communication.Phone / Mobile Number
Used for direct sales calls, service coordination, or delivery confirmation.Email Address
Important for sending quotations, invoices, statements, and marketing communication.Is Primary Address / Is Primary Contact
Highlights the preferred address or contact to avoid confusion or duplication.
Available Filters and Their Business Purpose
Common filters and how they help:
Customer / Party
Focus on a specific customer or group of customers.City / State / Country
Analyze customers by geography for territory planning or regional campaigns.Address Type (Billing / Shipping / Office)
Ensure correct address usage for invoicing or delivery.Contact Person
Find specific decision-makers or points of contact.Primary Address / Primary Contact
Limit results to officially approved communication details.
These filters help reduce clutter and ensure teams work with relevant and accurate data.
How to Interpret the Results for Business Decisions
Multiple addresses for one customer
Indicates complex operations—ensure sales and logistics are aligned on which address to use.Missing contact details
Signals data gaps that can slow down sales cycles or collections.Concentration of customers in certain regions
Supports decisions on assigning sales representatives or opening regional offices.Outdated or duplicate contacts
Suggests a need for data cleanup to improve communication efficiency.
Common Use Cases and Scenarios
Sales Team
- Quickly identify the right contact person before making a call or sending a proposal.
- Segment customers by location for targeted promotions.
Finance Team
- Confirm billing addresses before issuing invoices or statements.
- Reduce invoice disputes caused by incorrect address information.
Logistics and Operations
- Verify shipping addresses to avoid delivery delays or returns.
- Plan delivery routes based on customer concentration.
Customer Service
- Respond faster by having immediate access to accurate contact information.
- Improve service quality with correct customer details.
Management
- Review customer coverage across regions.
- Assess data quality and enforce master data standards.
Summary
The Address And Contacts report in Dafater is a vital business tool for maintaining accurate, reliable, and actionable customer information.
By using this report effectively, organizations can improve sales efficiency, operational accuracy, customer satisfaction, and decision-making across departments.
Report Information
- Module: Selling
- Related DocType: Address
- Report Type: Script Report
- Standard: Yes