Note
All translations are machine-generated. Please let us know if there is anything you don't understand.
Create person
Proceed as follows to create a contact card for a person:
- 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 Person for the Type field.
- Complete the information on the contact card for the person:
| Field | Description |
|---|---|
| No. | Press the Enter key and this field will be filled in by the system. |
| Name | This is a mandatory field, it must be filled in. Click on the three dots in the field to open the wizard. In the wizard, you can enter the salutation code, title, initials, first name, 2nd name, and last name. Enter the first name, surname and language code for the contact. |
| Name 2 | Here you can enter additional information about the person's 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 person contact, select the value Person for this field. |
| Company no. | Leave this field blank. You can find out how to assign a person to a company in the section Assigning people as employees to a company. |
| Company name | Leave this field blank. |
| Search term | Here you can enter a search term for the person. |
| Address | Enter the street and house number where the person / parent company is located. |
| Address 2 | Here you can enter additional information about the address, such as 'Post box is located at the back of the building'. |
| ZIP code | Enter the zip code for the location where the person/parent company is based. |
| Location | Enter the location where the person / parent company is based. |
| Federal state | Enter the federal state here. |
| Country/region code | Enter the abbreviation for the country in which the person / parent company operates. |
| Telephone no. | Enter the landline number/extension of the person here. |
| Cell phone no. | Enter the person's cell phone number here. |
| Enter the person's e-mail address here. | |
| Homepage | Enter the homepage of the person / parent company here. |
| Seller code | Here you can assign a specific salesperson to the person. |
| Address code | Select the salutation for the person here. |
| Position code | Here you can enter the code for the person's position. |
| No. Machine purchases | The number of machine purchases is displayed here. No data is displayed here for newly created employees (persons). |
| Total machine sales | The total of all machine sales is displayed here. No data is displayed here for newly created employees (persons). |
| 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 contact card for a person.
Note
If you want to create another contact, click on the plus symbol at the top of the contact card. Then fill in the fields as described above.