Gofrugal HQ Contact Master serves as a centralized database within the Gofrugal HQ software platform, enabling businesses to efficiently manage and store information about their contacts. This encompasses customers, suppliers, employees, service providers, transporters, and any other important individuals or organizations.

Key features and benefits

Unified contact management: Consolidates all contact information in one place, eliminating the need for multiple spreadsheets or databases.

Contact type flexibility: Supports various contact types, including customers, suppliers, employees, and more, and allows for multiple types per contact.

Customizable attributes: Enables you to define and track specific attributes relevant to your business, such as contact preferences, delivery addresses, and payment terms.

Efficient search and filtering: Quickly find and filter contacts based on various criteria, including name, contact type, and custom attributes.

How to set up and oversee the contact master in HQ

1. Go to MDM > Contact Master Management > Contact Master.

2. Click Add to add a new contact.

3. Fill in all the relevant information on the form, most importantly the field with the "*" (Red star) sign on top of it like GST State Code, Title, Name, Country, PIN, etc. 

4. Fill in the Email ID and the Mobile No. fields. The Mobile No. is mandatory for all contact types.

5. Select the contact type you want from the options: Customer, Supplier, Manufacturer, Transporter. Then fill out the other options you need.

6. If you pick Customer as the Contact Type, you'll see a new tab called Customer appear alongside the General tab. Click on it.

7. Fill out all the relevant information under the Customer Information tab.

8. After filling in all the data, scroll down and click Save to save the contact master.

Note: If you pick Supplier as the Contact Type, you'll see a new tab called Supplier appear alongside the General tab. Click on it. Then fill in all the relevant information under the Supplier Information tab. Once all the data is entered, scroll down and click Save to save the supplier master.

Note: If you pick Manufacturer as the Contact Type, you'll see a new tab called Manufacturer appear alongside the General tab. Click on it. Then fill in all the relevant information under the Manufacturer Information tab. Once all the data is entered, scroll down and click Save to save the supplier master.

Note: If you pick Transporter as the Contact Type, you'll see a new tab called Transporter appear alongside the General tab. Click on it. Then fill in all the relevant information under the Transporter Information tab. Once all the data is entered, scroll down and click Save to save the supplier master.

How to modify the contact master

1. Click on the Edit icon to edit the contact.

2. Do the necessary updates and click Update to complete the changes.

Once you've finished creating or updating the contact master, it's important to send the contacts to the outlets.

How to send contacts to an outlet

1. Click Send Selected to send the selected contacts together.

2. Click on Send Outlet to send all the contacts together.

3. Click on Send Customer to send only the contact masters.

4. Click on Send All To Selected Outlet to send all or the desired contact masters to the selected outlets.

How to find a contact for quick editing:

1. Click on the drop-down menu option and you can sort the results and use advanced filter conditions like "is," "is not," "contains," "Starts with," etc.

 Here's an example: If you're looking to find all contacts that include the name SOUMIN, follow the steps outlined below for guidance.

Click on the dropdown menu option under Contact Name. Then filter using "contains" and put the value as "soumin". Then click Apply.

Here’s a screenshot showing what the contact master screen will look like once the filter has been applied.

How to utilize the primary filter options on the Contact Master screen

1. To access the filter options, simply click on the funnel icon located in the top-left corner of your screen.

2. Choose your preferred outlet from the Outlet dropdown menu.

3. Choose the type of master you wish to filter (ALL, Customer, Supplier, Manufacturer, Transporter).

4. To access the Advanced section, click on the dropdown menu for the Select column. From there, you can pick from options like Edit, Contact ID, Contact Name, Short Name, Contact Admin, and more. For this example, we selected "Contact Name."

5. Next, proceed to the "Select condition" option and choose your preferred option from the available list (is, is not, contains, starts with, doesn't start with, etc.).

6. Now, just beside the "Select condition" option, you will find the "Enter Value" field, then enter your preferred keyword there. In this example, we have chosen "Ltd". After that, simply click Apply.

Note: Here’s what you can expect to see on the Contact Master screen.

How to update the display information in the Contact Master screen

1. To access the settings, simply click the Settings button (gear icon) located in the top left-corner of the Contact Master screen. If you're familiar with the column name, you can either type it into the search bar or scroll through the list to find it.

2. To enable the option, simply click the checkbox and click Save.

Note: This is how it appears after we’ve manually searched through the column names.

Options for activating the checkbox

Column Enable/Disable: The first option is to enable or disable the column. If you don't enable this option, none of the other options will function.

PC column Enable/Disable: The second option is the PC column for enabling or disabling. These columns will only be accessible on the PC.

Tablet column Enable/Disable: The third choice is the Tablet column Enable/Disable feature. This allows you to turn the columns on or off for tablets and mobile devices.

Export column Enable/Disable: The final option available is the Export column Enable/Disable feature. This allows you to export the column details in either Excel or CSV formats. If this option is not enabled, the details won't be exported.

Options to organize contact master details

In the same Settings menu, you'll also see the Sorting feature. Just click on the dropdown menu for Add New Column. There, you'll find options like Edit, Contact ID, Contact Name, Short Name, Contact Admin, and more. Choose the option you prefer to sort the contact masters. To demonstrate, we have used Contact Name as our example.

Once you've made your sorting selection, just hit Save to keep your changes.