Contacts are the people associated with your business accounts, these are all employees which are important for your business. In a contact record, you can store information such as phone numbers, addresses, and position.
There are two kinds of contacts:
- 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.
Create a New Contact
To create a new contact, you have two options how to proceed: One option is to use the Create New drop-down menu on the left-hand side of your window (1). This menu is available on almost all the tabs' main pages. The second option is to open the Contacts tab. There, click the New button (2).
If you want to check first if the contact already exists, go through the list of contacts in the Contacts tab or enter the contact's name in the search field.
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.
You can enter two different addresses or use the shortcut to copy the mailing address to the other address.
Under additional information, you are able to provide a home phone number or even inform information like the contact's birth date.
There is an additional field to enter further information as the contact's description.
Finally, save the new contact.