View - Contacts - Contact Management
- Other info
In the Other info tab, you can state the department and employee (reference) in your company that has the most contact with the registered company. You can select up to four employees in prioritised order.
Even if you can not delete a contact that is active in other places within the program, you can select to set the contact as inactive. To do so, select Yes from the Inactive drop-down list. Once you have done this you will be asked if you wish to make the company contact inactive. Thus you can select to keep the company contacts as active even if you no longer have any dealings with the contact.
If you want the contact to remain active, select No from the Inactive drop-down list.
If your contact does not want to receive information (e.g. offers and advertising from you) you can tick the No dispatches box. When you place a filter in connection with a planned information dispatch you can avoid including customers, who do not wish to receive any marketing mail from you by defining this in the filter settings.
You can also enter the contacts Web-address, language, Type of contact, Company Reg. no., VAT no. and Bank account.
.The web address is
accessed by clicking on the icon Go
to WWW-page.
When you click the icon the web browser opens on the selected page.
E-mail recipients: Here you can choose how to send sales or purchase-related documents. The setting overrides settings defined in the company settings for contact management.
At the bottom of the page you can see when the Company contact was registered, as well as when and by whom it was modified last.
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