Contacts

In this module, you can manage people (persons), companies and their locations, as well as different kinds of parties.

These are all the company and business-related relationship entities which you can define on-demand.

Add new

To create a new person, company or location, simply click on its + button.

This will open the respective creation form that you need to fill.

Once ready, click the Save and reload button to finish adding the new entry.

Customize form

You can decide which definitions appear on the page.

To do that, click the button at the top-right corner and select Customize form.

In the window that opens, you will see two tabs:

• Items

  Click the sliders on the left of an item to hide or reveal the respective panel from the page.

  

• Reorder

  You can change the order of the items' categories by dragging them up and down.

  This would not be applicable if there's only one item category (e.g. Definitions).

Note

The screenshots taken for this article are from v24 of the platform.