Contact Management

View - Contacts - Contact Management

The Contact Management module is where you maintain all information on your contacts.

Please note that contact management consists of customers, suppliers and, possibly, partners and private contacts. A contact can be both a customer and a supplier. If this is the case, select both options in the contact card.

Contacts can be linked to a contact person. Registering contact persons makes it easier for you to locate the person you wish to contact or refer to in different situations. You can open the contact person(s) module as an independent registry by clicking View - Contacts - Contact persons. You can also launch the module by double clicking the contact person linked to the contact, within the Contact Management module.