The Contacts tab is where you store a list of your saved contacts. There are two types of contacts:
Companies are contacts who act as recipients of files, documents, revenues, expenses and are customers in Projects (also in HR profiles). Contact persons are contacts assigned to Companies (although the user can save a person on the contact list without linking him to a Company). The tab header contains buttons for adding a new contact:
Each of them opens the corresponding form. Below there is a list of contacts and filters. Default contact list view is company view with visible persons assigned to companies.
The list of companies includes the following information:
Below the company entry are the entries of the people assigned to the companies. The list of contact persons (including persons not associated with companies) is displayed in the second tab. The list of contact persons contains the following information:
Lists by default are sorted alphabetically by the name. The user may narrow the lists to filtering results by:
On the form for adding a company, there are the following fields:
To save the data, click the Save Company button.
On the form for adding a Contact person, there are fields:
To assign a contact person to the company, click on the plus button in the header of the assigned Contact people. From the list, you can select a record that already exists in the application or add a new one. To add a new Contact person, click on the link under the checkbox – New contact person.
The link redirects you to the form for adding a person. The company’s field is already completed.
The list of related people displays:From the level of the Contact person’s details, the association with the company takes place in its adding/editing form in the field named Company.
Linking a company to a project is done in the same way as linking to a Contact person. After clicking on the plus in the header of the box, named Assigned projects, and select the project from the list of available projects.
The list displays:
From the level of Company details, it is possible to add revenue and expense. In the tabs Revenues and Expenses display a list of transactions related to a given Customer. By adding from the level of company details a document is already related to its Customer.
Read more in Clauses.
To delete a Contact, select the Delete action and confirm the operation. Deleting a Contact is the same as deleting a relation. It is not possible to delete a counterparty associated with an issued document.
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