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Everything you need to know about creating and managing contacts.
What is a contact in relatico?
** What are contacts? ** This can be: a supplier a customer a freelancer commissioned by you a consultant the tax office Your tax advisor / lawyer an applicant a future business partner or ** with whoever you want to share files in an organized and secure manner. ** A contact is defined by mandatory information: a name This can be the first and last name of a
Go to the contact you want to rename (using the search or the contact list) "In" contact, click Edit next to the contact's name A window with the name, email address and language of the contact opens Change the name of the contact here. Click "Update"
If you created a contact that you no longer need: you currently cannot delete it. Please simply rename it. If you don't have a contact / supplier you want to create, simply write "Reserve" or "Create later" or something similar. If you want this contact to be sorted backwards, enter a "z_" in front of it. The A-Z sorting function will automatically sort it backwards.
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
Add more information for your contacts (e.g. company and position)
Add more information for your contacts including company, position, company address and notes If you’d like to add more information about your contacts, you can do just that when creating or editing existing contacts. Here is how to access this functionality: Click on ++Add New++ in the Contacts page or ++Edit++ in the contacts view You will see a few more contact attributes including: Company Position Company Address Notes Once you have added the needed information,