Contact Details

This page contains all the basic details that identify a contact such as address, phone, email etc.

Enter the Street, Suburb, State and Postcode of the contact here. TSM uses its own look-up table to automatically display Postcodes, Suburbs and States from the information you enter here. You can overwrite the information if it assigns an incorrect suburb/postcode/state. (Automatic lookup available in limited regions only).

The map reference allows a servicing employee to store and quickly look up the street directory map number to find the site that he/she is assigned to.
TSM users in Sydney, Melbourne, or Brisbane Australia can use the Ausway Databases accessed using the button. Either enter a state and map reference to have the street, suburb and post code fields automatically populate, or enter all of these to have the corresponding map reference appear.

You can allocate a pre-defined service area code to narrow down the site to a specific region. These codes will be specific to your business, which you can create in the System Codes screen. You can then print out a report of all contacts in a selected service area. For example, a service area could be north, south east or west. Or it could be Country or Metropolitan etc.

Tsm now supports Google Maps. Click on the map icon next to the Service Area to display a Google Map of their location.

The Country the contact is from.

Write any notes that are related to this contact.

Sometimes, it might be useful to put notes onto each job you do for a contact. This could include special delivery instructions or anything else you want to point out about the contact. These notes will appear in the Service Requested section under the Job Card, Job Logging page each time you create a job for this contact.

This section is used to log information for the Primary Contact for this Contact card. Note that changing any of these fields will not create a new record or update an existing one on the Contacts tab.

This can be used either to note the contact’s salutation (Mr, Mrs, Dr) or their position in the company (CEO, Receptionist, etc)

These fields can be used to note telephone numbers relevant to this primary contact

Used to note the email address for this contact. Press the button to open the Send Email dialogue for this address.

Used to note the website for this company.

A drop-down menu to note the industry the customer belongs to. Can be customised in the System Codes.

In many companies, the jobs are invoiced and paid for by the same company the job is for. However, invoices sometimes need to go to a different address. Perhaps this is a PO Box or some other address of the same company the job is for, and sometimes the invoice needs to go to a completely different company contact.

For example, a business may have more than one site or branch. A multiple site company may request that all work performed at a particular branch should be billed to the head office. In this case the Billing ID for the branch would be assigned to the company's head office.

You can enter one of two billing types but not both:

1. If the invoice needs to go to another contact, enter the Customer ID of another contact that you wish to send the bills to, into the Billing ID field. This contact must already exist in TSM.
2. If the invoice needs to go to the same company but forwarded to another address such as a PO Box address, enter a billing address directly into the Billing Address field.

The Billing Address is used as the default address for invoices on jobs created for this contact.

Enter any special invoice terms here for this contact. The terms are used to calculate payment due date for any invoices generated for this Contact. See the Payment Terms Code page for setup options.

Only enter a value here if you want to override the Default Invoice Terms entered in the TSM Setup screen under the Invoices tab.

Note: Any invoices created for a linked Billing ID will use the invoice terms of the Billing ID and not the contact.