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Here you can create a customer's contact person to be added to the database.

The Tabs of the Contacts Display

Main Data - Contacts - Customer

The  Main Data tab includes such information as the contact person's name, e-mail address and company position.

Social Media - Contacts - Customer

The Social Media tag contains a contact person's other means of communication, such as instant messenger accounts and social network profiles. You can also add a photo of a contact person for reference.

Address - Contacts - Customer

The Address tab contains a contact person's contact information, such as mailing address, telephone numbers, secondary e-mail addresses and website URL.

Account Data - Contacts - Clients

Preferences - Contacts - Customer

In the Preferences tab, you can specify the settings to be used in the contact person's Partner Zone/Portal and the emails (e.g. the password reset email) sent to him/her.   The tab integrates the customisable settings that are set in Defaults tab   ,   Formats tab   and   Time tracking tab  of Advanced Configuration. You can decide to use contact person's customer's settings or configure the contact person's Partner Zone/Portal and email formatting to his/her liking.


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