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Updating or deleting contacts
Organizing companies and contacts » Updating or deleting contacts
How do I update a contact? To update a contact, expand the company that contains the contact you wish to update. Click on the button. How do I delete a contact? To delete a contact, expand the company that contains the contact you wish to delete. Click on…
Organizing companies and contacts
Organizing companies and contacts
Companies and contacts can be linked with projects and are organised in very much the same Quotes, Orders, Invoices, Local Data, and Kits. A company can have multiple contacts, as well as contacts having multiple links to different companies. Adding a new…
Moving contacts between companies
Organizing companies and contacts » Moving contacts between companies
How do I move a contact to another company? Click on to expand the company and view their contacts. Select the destination company where you want to move the contact. Click on the button on the contact that you wish to move.
Importing and exporting contacts
Organizing companies and contacts » Importing and exporting contacts
You can import from Excel files in .xls or .xlsx format. The companies and contacts are exported in .xlsx format. To import companies with multiple contacts the company details must repeated alongside the contact details for each the different contacts. To clearly…
Searching companies and contacts
Organizing companies and contacts » Searching companies and contacts
How to search for a contact? Select the column you wish to search from the drop down menu. Type in the search terms and click on the ‘Search’ button. To clear the search result click on the ‘Clear’ button to revert back to the orignal…
Adding contacts to a company
Getting started » Adding contacts to a company
Each company can have multiple contacts, one of which is designated the default contact. How do I add contacts to a company? To add contacts to a company, click .
Getting started
Getting started
In this section will cover the basics of setting up a project, assigning companies and contacts, attaching project files and adding internal and external notes. Starting a new quote General project details Linking companies to a project Adding contacts to a…
Adding a new company
Organizing companies and contacts » Adding a new company
In Electrika Cloud you must first create a company and then add contacts to that company. In this way you can have multiple contacts grouped together under the same company. How do I add a new company? To add a new company, click on the ‘New’ button, to…
Welcome
Welcome
Introducing Electrika Cloud Welcome to Electrika Cloud, providing you with powerful and flexible cloud-based tools for estimating, invoicing and ordering. You can now produce your quotes on any device and easily share quotes, orders, invoices, local data, kits and…
Linking companies to a project
Getting started » Linking companies to a project
You can link any number of companies that are related to a project. This can include the main client and also wholesalers for purchasing the materials, sites or any other related addresses. How do I link a company to a project? To link companies to the project,…
Importing & exporting parts
Working with parts » Importing & exporting parts
If you have a parts list in Excel format you can import them into the active parts list. How do I import parts? Click on the ‘Import Excel’ button. This will display an upload dialog. Browse for the Excel file to import and click the…
Adding a new contact to a company
Organizing companies and contacts » Adding a new contact to a company
How do I add a contact person to a company? Click on the button on the company that you want to add the contact. At any time you can click on the Grid Expand button to see the contacts associated with the company.
Organizing folders
Organizing folders
Managing hundreds of quotes or “files” can sometimes be a difficult task in itself, Electrika gives you a powerful way to take control of your workflow and help with folders. Folders work the same throughout the whole of the application including Quotes,…
Setting a default company or contact
Organizing companies and contacts » Setting a default company or contact
You can link multiple companies to a project but one of them must be set as the default that will appear on the report cover page. Similarly a company can have multiple contacts but only one of them can be set as the default and their details will appear on the…
Setting up a default address column
Organizing companies and contacts » Setting up a default address column
You can add upto six lines for the address details. To keep the contacts list short and clear only one address column is displayed when you are browsing the companies, and this is called the ‘default address column’. The default address column is also used…
Organizing files
Organizing files
All of your Quotes, Orders, Invoices, Local Data, Kits and Contacts. are held as files and are stored in the pre-mentioned folders. Some options may or may not be available depending on the type of file you are working on. The example images in this guide or be…
Assigning a supplier to a part
Working with parts » Assigning a supplier to a part
How do I assign a supplier to a part? Click on a cell in the ‘Supplier’ column. This will display a list of Suppliers. These suppliers are the list of companies in the ‘Suppliers’ folder in your contact manager. To assign a…