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Partner contacts

Who handles orders, invoices or contracts at the partner – contact persons are managed in the partner detail, tab Contacts. A partner can have several contacts.

Contact list

For each contact you see the name (with titles), position, phone and e-mail, with Edit and Delete actions.

Adding a contact

Add Contact opens a form:

  • Gender (optional)
  • Title before the name, First name *, Last name *, title after the name
  • Position
  • Phone, e-mail (the e-mail must be valid)
  • Send greetings (optional)

First and last name are mandatory.

Editing and deleting

  • Edit – opens the form with the current data.
  • Delete – the contact is hidden and their e-mail is no longer offered when sending documents. Existing documents do not change.

Contact e-mails are offered when sending an invoice by e-mail (e.g. in outgoing invoices).

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