• Overview
• Organisation
• Selection based on a company
• Selection based on an contact
• Text, Image, Appointments, Files
• Text
• Image
• Appointments
• Files

Overview

Organisation

Selection based on a company

1. Use this button to print the contact in a document
2. Use this button to save the changes
3. With this button you can remove the changes again
4. In this drop down you will find the different item types that can be used in a contact. This is described in more detail in the following article
5. With this button you can add a position to the tree grid
6. Use this button to add a sub-item to the tree grid
7. Use this button to delete an item from the tree grid
8. Use this button to search for an item in the system
9. Use this button to copy an entry for the tree grid from the clipboard
10. With this button you can import a contact via Excel. This is also described in Import Contacts
11. With this section you can manage the translations for the contact
12. With this button you can edit the attributes for this contact object
13. Top node for the tree grid. This represents the entire contact object
14. Company for the contact
15. Person assigned to this contact
16. With this button you can create a new offer from the contact
17. With this button you can update the contact
18. With this button you can write an e-mail to the contact
19. With this button you can edit the attributes of the contact
20. Use this button to create, print and export a letter to the contact
21. With this button you can add the contact to an offer
22. With this button you can take over the contact to an offer
23. With this button you can create a fax
24. With this button you can add a note to the contact
25. With this button you can add a number to the contact
26. With this button you can start a web call with the customer
27. Basic customer information for this customer
28. Additional information about the contact
29. Address for the contact
30. Communication channels for this contact
31. Upcoming events for this contact
32. Forecast information for this contact
33. Navision document information for this contact
34. Item text for this contact
35. Picture that can be added to the contact
36. Tasks that can be added to the contact

Selection based on an contact

1. Basic customer information for this customer
2. Additional information about the contact
3. Address for the contact
4. Communication channels for this contact
5. Upcoming events for this contact
6. Assigned offers for this contact
7. Item text for this contact
8. Picture that can be added to the contact
9. Tasks that can be added to the contact
10. Attached documents to this contact

Text, Image, Appointments, Files

Text

→ Text

Image

→ Bild

Appointments

→ Appointments

Files

→ Files