Adding contacts and employees

The contacts module is located in the main menu in the CRM category. To go to the module, first click on the “CRM” category and then on “Contacts”.

The module stores the data of employees and collaborators. The system distinguishes them by properly completing the fields on the form.

In order to add a new contact, click the “New” button on the list. Its location is shown in the screenshot below. The system will display a form with fields to be completed as needed. Required fields are marked with a red asterisk.

The form for adding a contact allows you to assign a company to the current record. To do this, click on the “Company” field, and then enter the target name. When entering, the system will automatically prompt you to select records, recognizing the entered phrase among the companies added in the system.

The current contact may be related to other companies, although it maintains constant cooperation with the one indicated in the “Company” field. An example is Mr. Adam who works in company A, but is an authorized service technician of company B. To add a related company, proceed in the same way as in the case of assigning a company to a contact.

  • Groups - Allows you to assign a contact to a group. The dictionary of contact groups can be edited in the administrative settings of the CRM module. Each contact can be assigned to several groups.
  • Division - Allows you to assign a contact to the company's department. This dictionary can be edited in the administrative settings of the CRM module.
  • Permissions - Grants the rights of the currently created company to other users of the software:
    • Public - Anyone can edit, delete or view
    • Public, Read Only - Anyone Can View
    • Private - visible only to the author of the record

Before creating contacts, verify whether contact groups have already been defined, the addition of which is described here.