Creating a Contact

Note

Working with contacts is available only for company-type contactors.

To create a contact, click Add in the toolbar of the Contacts page (fig. 1) or click Contact on the contractor page.

Fig. 1. Add button

On the opened page (fig. 2), fill in the required fields and click Save in the page toolbar.

Fig. 2. Page for creating a contact

The fields are similar to the ones when creating a contractor. The difference is that you can select a Contractor, and specify an ICQ id and a Skype username

To learn more about filling in the fields, see the respective Help section.

The form for creating a contact includes several units: About the Contact, Addresses, Description. The header of each unit is light-blue. Click on a unit header to expand or collapse it.

Some of the fields are filled in with values of objects. You can find CRM objects in Objects – CRM . Access Permissions to objects are assigned by the system administrator in Administration – Users – Access Settings – Objects. To learn more about managing objects, see the respective Help section.