Skip to main content

Contacts

For keeping detailed records of transactions with each contact.

Marsha Galicia avatar
Written by Marsha Galicia
Updated this week

The Contact represents contact information and financial details for a tenant or business entity. It includes addresses, account balances, and other relevant information necessary for managing tenant relationships.

​

The AI will only look back at 12 months' worth of data.

Key Properties:

  1. Contact Tax Number: The tax identification number of the contact.

  2. Tax Number: The general tax number associated with the business (Australian Business Number, VAT, or GST number).

  3. Company Number: The registration number of the company.

  4. Address

    • Street Address: The address that represents the physical location.

      • Street Address Line 1: The first line of the street address.

      • Street Address Line 2: The second line of the street address.

      • Street Address Line 3: The third line of the street address.

      • Street Address Line 4: The fourth line of the street address.

      • Street City: The city of the street address.

      • Street Region: The region of the street address.

      • Street Country: The country of the street address.

      • Street Postal Code: The postal code of the street address.

    • Postal Address: The address that is used for mailing purposes.

      • Postal Address Line 1: The first line of the postal address.

      • Postal Address Line 2: The second line of the postal address.

      • Postal Address Line 3: The third line of the postal address.

      • Postal Address Line 4: The fourth line of the postal address.

      • Postal City: The city of the postal address.

      • Postal Region: The region of the postal address.

      • Postal Country: The country of the postal address.

      • Postal Postal Code: The postal code of the postal address.

  5. Contact Group

    • Business Group Name: The name of the business group.

    • Business Group Status: The current status of the business group (Active or Archived).

  6. Accounts Receivable: The total amount receivable from the tenant.

  7. Accounts Receivable Overdue: The total amount receivable that is overdue.

  8. Accounts Payable: The total amount payable to the tenant.

  9. Accounts Payable Overdue: The total amount payable that is overdue.

  10. Accounts Receivable Tax Type: The tax type for accounts receivable.

  11. Accounts Payable Tax Type: The tax type for accounts payable.

  12. Business Payment Terms: The payment terms set for the business transactions.

  13. Business Has Bank Account: Indicates whether the business has a bank account (true/false).

  14. Business Discount: The discount rate offered by the business.

  15. Discount: Any additional discount applicable.

  16. Contact Type: The type of contact (e.g., supplier, customer).

  17. Date of Birth: Captures the date of birth of the contact.

  18. Last Activity: Tracks the most recent activity related to the contact.

πŸ“ Example Alerts

Alert me when a contact has no banking details.
Alert me when a contact does not have an ABN.
Did this answer your question?