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Contacts

Menu: CRM → Contacts

What

Here you get an overview about all your contacts (customer and supplier) and the function to edit. Contacts are always attached to a company or supplier location.

Create and edit

If you wish, we can also automate the data import if you have a large number of companies that you want to import.
Please contact us for this.

  1. Click on Companies or Suppliers
  2. Click on the company that contact belongs to
  3. Click on the location that contact belongs to
  4. Create a new contact in the menu contacts.
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