How Can We Help?
CRM: Create new Contact
The function of creating a new contact is similar to that of creating a new company. It also allows you to create “on the fly” the company to associate the Contact with simply by typing the name and pressing +, as already seen in the Agenda section
Figure: Contact Creation
The contact card will then be present in the Contacts tab
Figure: New Contact
By selecting the card, the Contact detail is displayed, which is similar to the Company detail. There is also a Colleagues button that shows the contacts of the other personal data connected to the same company and a button to view the Documents (functionality not yet available)
Figure: Contact detail