List Panel And Detail View

Left Panel — Person List

1.1 What You See in the List

This is a vertical list of all saved contacts. Each row shows:

Person name
Primary contact number

Example:

Zeeshan Saleem
+91 9760009000

1.2 Search Bar (Top)

Used for quick access when the contact database is large.
Capabilities:

Search by name
Search by mobile number

Shortcut: Ctrl + K

1.3 Sort Icon (A–Z / Z–A)

Enables alphabetical sorting of the person list.

1.4 Filter Icon

Opens the filter panel (explained later in this document).

1.5 + Person Button (Top Right)

Navigation Path:
Sales Module → Contact→ Person → Click on + Person

Creates a new Person record.

Person Detail View (Right Panel)

2.1 What Happens When You Click a Person?

When a user selects any person from the list, full details open on the right side.

Person Detail — Section Breakdown

3.1 Header Section

Shows:

Profile icon
Person name
Primary contact number

Right side typically includes:

Three dot menu (⋮)
Convert to Customer button

3.2 Basic Details

Contains core identity information such as:

Name
Contact number
Email ID
PAN number
Credit period
Birth date
Anniversary date

Edit behavior:

Edit icon allows updating basic information

Purpose:
This is the primary identity and communication information of the contact.

3.3 Billing Details

Displays billing-related information such as:

Address
City
State
Country
GST type and more

Billing card actions (⋮ inside billing card) may include:

Edit
Delete

Used when:

Contact becomes a billing party
Contact is linked to quotation or invoice

Notes:

Multiple billing details can be added.

3.4 Shipping Details

Same as Billing (Checkbox)

When enabled, the shipping address is auto-copied from billing.

Shipping Address Fields

Same structure as billing, typically showing:

Address
City
State
Country

Parcel Receiver (If Different From Buyer)

Includes:

Receiver name
Company name
Contact number
Email ID

Shipping card actions (⋮ inside shipping card) may include:

Edit
Delete