Contacts

For keeping detailed records of transactions with each contact.

Marsha Galicia avatar
Written by Marsha Galicia
Updated over a week ago

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.

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

Key Properties:

  1. Business Name: The name of the business.

  2. ABN: The Australian Business Number, VAT, or GST number.

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

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

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

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

  7. Street City: The city of the street address.

  8. Street Region: The region of the street address.

  9. Street Country: The country of the street address.

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

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

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

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

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

  15. Postal City: The city of the postal address.

  16. Postal Region: The region of the postal address.

  17. Postal Country: The country of the postal address.

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

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

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

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

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

  23. Creation Time: The creation date and time of the tenant contact record.

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

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

  26. Payment Terms: The payment terms agreed upon with the tenant.

  27. Bank Account Details: The bank account details of the tenant.

  28. Bank Account Name: The name associated with the bank account.

  29. Discount: Any discount applied to transactions with the tenant.

  30. Account Details: Additional account details for the tenant.

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

  32. Company Number: The company registration number.

Example Alerts

Alert me when a contact has no banking details.
Alert me when a contact does not have an ABN.
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