Adding contacts
How to create a contact:
Go to Contacts https://app.relatico.com/contacts
Click Add contact in the top right
The window Add contact opens
Enter the name of your contact
Usually this is the company name with its legal form
You can specify the ERP number / vendor number / customer number of your supplier / customer / business partner before or after the company name. The contact can then also be found via the search by number
You can enter an email address, if available
You can specify the language in which you communicate with the contact. This is used in emails to the contact that you send via relatico
More about emails here ...
Go to Contacts https://app.relatico.com/contacts
Click Add contact in the top right
The window Add contact opens
Enter the name of your contact
Usually this is the company name with its legal form
You can specify the ERP number / vendor number / customer number of your supplier / customer / business partner before or after the company name. The contact can then also be found via the search by number
You can enter an email address, if available
You can specify the language in which you communicate with the contact. This is used in emails to the contact that you send via relatico
More about emails here ...
Updated on: 24/02/2020
Thank you!