You will see the window as shown below.
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Contact manager will help you to manage the school contact details . This will help in maintaining the records of
- Customers with whom the school have any type of transaction of equipment for the school.
- Your School Management contact details. etc..
Click on Contact Manager. You will see the window as shown below.
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Click on
Add button, you will be able to see the below window.
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You can enter the Contact details as shown in below example.
In the below example we have added SchoolAdmin Lite contact details.
1.Enter School Admin Lite details in Contact Details
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2. Enter Relationship Details
In-charge person - is staff who is responsible for the transaction between the school and the company.
In case if the contact details you are adding is not related to business Its not a mandatory to select In-charge person.
Satisfied Level - Select the level of your satisfaction.
Co-Ordinator - Select the Coordinator name from the staff list who coordinates with MarvelSoft.
In case if the contact details you are adding is not related to business Its not a mandatory to select In-charge person.
Income Account - If the transaction is income to your school select the type of income added in Masters-Accounts. This will hep you to make/maintain income payment in Admin Master-Accounts Payment.
Expense Account - If the transaction is expense to your school select the type of income added in Masters-Accounts.This will hep you to make/maintain expense payment in Admin Master-Accounts Payment.
In case if the contact details you are adding is not related to business Its not a mandatory to select Income/Expense Account.
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Finally Click on Add. You will get Contact Added Successfully.
User can see the added content in Contact Manager as shown below.
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User can export the contact details to maintain the record of Contacts related to your school as shown below.
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