Creating a new contact

You can create new contacts anywhere, at any time with Mamut Online. Information registered via a browser and locally within your Mamut system, is continuously synchronised. Your company will therefore always have access to up-to-date information. Note that the ability to create a new contact is dependent on your role. Read more about roles here.

How to create a new contact

Go to CRM - Contact Management - New contact.
Enter the contact's name in the top field.
Choose if the contact is a Customer, Supplier, or Both.
Set the contact status: Approved, Rejected, or Suspicious.
Enter necessary information under Addresses, Contact information, and Financials.
Click Save.

The contact has now been created, but not yet synchronised with Mamut Business Software. You have now been moved from the new contact screen to the full contact card under contact list where you can continue to add information on your contact. You have the following sections available:

	Main Information Here you find all the main information such as addresses, contact information, and the contact's financial information.
	Other Information In the other information section you enter the contact's preferred language, what type of business they own, as well as connect the contact to a department or project. You can also register your notes here, and add the contact to different groups, or user-defined fields.
	Contact Persons Here you find a list of all the contact persons for this contact. You can create a new contact person, edit an existing contact person, or search and filter for specific contact persons. It is also possible to select a standard contact person to recognise the contact's main contact person. Creating a new contact person About Contact Person List
	Activities All registered activities for this contact can be viewed and edited here. You can create new activities and search and filter for existing activities. Creating new activities via the contact person card
	Quotations Here you can find and create all types of quotations linked to this contact. Via the Add new button you get redirected to the quotation screen, where you can create a new quotation. Working with Quotations and Sales Orders
	Sales Orders Here you can find and create all types of sales orders linked to this contact. This includes unprocessed sales order, credit notes, invoices and more. Via the Add new button you get redirected to the sales screen, where you can create a new unprocessed sales order. Working with Quotations and Sales Orders
	Maps In the Maps section you can view the contact's address on a map, as well as enter a travel route.