All you need to know about Contact Book

The Contact book is a useful tool for organizing and managing your contacts.

How do Add Contacts to The Contact book?

There are 2 main ways to update:

1. Batch Upload: We have 2 ways of Batch upload 
   A. Starting from Fohlio Template:. You can do this by downloading the template, filling it out with the necessary information, and then uploading it back to Fohlio.
   
   B. Starting From Your Excel/Table: Instead of downloading the template, just upload the Contact file you have, and map it to the correct fields in Fohlio. 
   ​

   

   
   ​
   ​

2. Directly Add New Contacts: Another way to add contacts is by simply adding a new contact directly to Fohlio.
   ​

   

​

​Add multiple addresses and contacts to the same contact record:

After adding a new contact, you can also add offices. You can add multiple offices to the same company and even add direct contacts within the same office.

You can do that by clicking on the office box for the company to which you want to edit.
​
​

You can also add Account Info to the contact such as Currency, Account #
​Currency is important as it reflects on another part of Fohlio such as the Procurement document:

• Purchase orders: take the currency of the supplier

• Client proposals and Client invoices: take the currency of the Client
  ​

Purchase orders: take the currency of the supplier

Client proposals and Client invoices: take the currency of the Client
​

​Assign Categories: for Suppliers, you can assign categories for each contact. This will help you filter out certain suppliers by the category you assign them for it.

How do the Contacts reflect on the Project sheets?

On Project sheets, we have 2 columns that sync with the Contact book

1. Supplier: you can select a certain Office for an item, or you can even select a contact person in that office. This supplier will be selected automatically when creating a Purchase Order.
   ​

   

    

2. Manufacturer / Contact book:
   This column allows you to select a manufacturer for the items, this doesn't reflect to any where else.
   
   

    

Manage what information is shared on reports (Presentation settings):

You can choose what information from a Supplier or Manufacturer to include in your reports by adjusting your presentation settings. This means you can share only the information that you want and leave out any details that you don't need.

​
By following these steps, you can easily organize and manage your contacts in Contact Book.

Was this helpful?

We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.

​