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Contacts Directory
The Contacts module is used to store information about clients, subcontractors, suppliers, and other business contacts. Employees can quickly find the contact information they need, and details stored in Contacts can be inserted automatically into documents.
To add a contact, click Add
Select the contact type and enter their email address
After entering the details, click Save
To delete a contact, click Delete
You can search for contacts by type or by any available details
- To add a contact, click Add (1);
- Select the contact type (2) and enter their email address. These details are used to identify the contact in the system and cannot be changed later;
- Enter the contact information and company details that will be used in documents;
- After entering the details, click Save (4);
- To delete a contact, click Delete (5);
- You can search for contacts by type or by any available details (6).
Result: contact information and company details are stored in one place and can be used automatically when generating documents.