The system allows tying a contact person to a specific company (client/supplier). Several contact persons may be added for one company.

1. Open “PARTNERS” and select “Contacts”.

2. To add a new contact click on “NEW CONTACT”.

3. Fill in the fields. In the fields on the next page you must enter the details of the specific contact person who is tied to the “Client name”, i.e. the company on the right on the same page. Then confirm by clicking on “Save contact”.

Was this article helpful?

Related Articles

Leave A Comment?