Tabs in the Contact Register

Different ways of using tabs and modules

You can select how to use the tabs in Contact Management. There is no right or wrong way of using them, so find a way that suits you best. Two variations are described below:

Entering new information from the tabs in Contact management:

The New button in the various tabs can act as a shortcut to the different modules, for example, If you click New in the Sales and Invoicing tab, the Sales and Invoicing module will open automatically and the contact information registered on the order will be retrieved directly from the contact register. This way you create new orders from Contact Management via the Sales and Invoicing tab.

Entering new information in other modules:

You can also enter information directly into the different modules. If you select this method, you can enter new orders by selecting View - Sales and Invoicing - Order registration. This could be preferable if you mainly enter orders and do not work with specific contacts. In this case you can use the contact register for an overview on activities, documents and orders linked to each contact. The exception for this method would be the for the Company contact, Other info and Settings tabs, as these are directly linked with the contact module and cannot be opened from other modules.

Exceptions for this working method are the Company Contact, Other Info and Settings tabs because these are directly related to the Contact module and cannot be accessed from other modules.

Tabs in the Contact Module:

Contact Management Tab: Contact Person

Contact Management Tab: Activities

Contact Management Tab: Documents

Contact Management Tab: Sales and Invoicing

Contact Management Tab: Quotation

Contact Management Tab: Accounting

Contact Management Tab: Purchase

Contact Management Tab: Time Sheet input

Contact Management Tab: Product

Contact Management Tab: Project

Contact Management Tab: Other Info

Contact Management Tab: Settings