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- Contacts assigned to an account are visible to other users in your organization.
- Contacts, not linked to an account are private and only visible to the user who has created them.
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Enter general information on the new contact. Assign the contact to an account to make it visible to others (1). Enter the first name and pick a salutation from the pick-list. Then enter the contact's last name (2). The fields marked with a red bar are required. If you like to customize the salutation for letters or the ADvendio PDFs pls refer to the steps mentioned here 2.2.2 Create a Contact.
Enter further information in the following fields if possible.
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