Note
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Create company contact
Proceed as follows to create a company contact:
- Click on Contacts in the navigation bar.
- Select the Contacts option from the menu.
- The Contacts list is displayed.
- Click on the New option in the action bar.
- A new contact card is opened.
- In the General tab, select the value Company for the Type field.
- Complete the information for the company:
| Field | Description |
|---|---|
| No. | Press the Enter key and this field will be filled in by the system. |
| Name | This is a mandatory field. Enter the full name of the company here. |
| Name 2 | Here you can enter additional information about the company name. |
| External ID | In this field you can enter an external identifier (e.g. a number from another software). |
| Kind | If you want to create a company contact, select the value Company for this field. |
| Company no. | The company number is entered in this field. If you have selected the value Company for the Type field, the value is automatically copied from the No. field. |
| Company name | This field is filled in by the system using the company number. You cannot enter any information here. |
| Search term | Here you can enter a search term for the company. |
| Address | Enter the street and house number here. |
| Address 2 | Here you can enter additional information about the address, such as 'Mailbox is located at the back of the building'. |
| ZIP code | Enter the zip code for the location where the company is based. |
| Location | Enter the location where the company is based. |
| Federal state | Enter the federal state here. |
| Country/region code | Enter the country/region code of the company here. |
| Telephone no. | Enter the company's landline number here. |
| Cell phone no. | Enter the company's cell phone number here. |
| Enter the e-mail address of the company here. | |
| Homepage | Enter the homepage of the company here. |
| Seller code | Here you can assign a specific salesperson to the company. |
| Address code | This field is only used for contact cards of persons. Leave this field blank when creating companies. |
| No. Machine purchases | The number of machine purchases is displayed here. No data is displayed here for newly created companies. |
| Total machine sales | The total of all machine sales is displayed here. No data is displayed here for newly created companies. |
| Filter field 1 | The name of this field depends on your configuration and setup, i.e. it is possible that this field is labeled differently in your individual software. You should therefore enter the information specific to your facility. |
| Filter field 2 | See Filter field 1. |
| Filter field 3 | See Filter field 1. |
| Filter field 4 | See Filter field 1. |
You have created a company contact.
Note
If you want to create another contact card, click on the plus symbol at the top of the contact card.