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Creating a Contact Person

  • Open a new contact person

    For business accounts, there are typically one or more contact persons with whom you are in touch for various reasons. Enter multiple contact persons responsible for orders, deliveries or invoices to make sure you address correspondence selectively.

    1. Stay on the Adresse General tab in the side navigation.
    2. Go to the list of Ansprechpartner Contacts at the bottom of the input window and select new Addnew New.
    3. Alternatively, go to the Ansprechpartner  Contacts tab in the side navigation and click onnew Add.
    4. Enter the title, name, telephone extensions or personal email addresses and the position of the contact person in the list to direct inquiries to the right person.
      Enter "Diverse" in the "Title" field to use only first and last names in the address of a letter/email. The automatically generated, gender-neutral letter salutation is then rendered as "Hello first name last name".
    5. If you use the list of contact at the bottom of the page, you also have the option to Adresse Add > new New from template. This will take you to the Search contacts dialogue, where you can select existing Contacts from other Accounts.
    6. Tick the box in the second column to select a contact person as your Primary contact for that account. You can only define one primary contact.
    7. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window (Ctrl+S). The new contact person is now available in the picklist when you create records for this account.
  • Enter further details for that contact personM

    As soon as the name of a new contact person has been saved, further input options become available in the side navigationM.

    1. Go to the Contacts  Contacts tab in the side navigation and click on the name you want.
    2. Enter contact details, different Invoice and Delivery addresses or individual AdressTyping Keywords.
    3. checkbox ausgewaehlt Tick the box if you want to put this contact person on your mailing list for bulk mails or mark them as your Primary contact. More than one contact persons can be on the mailing list, but only one can be selected as primary contact.
    4. Click on the expand arrow next to the contact person's name to open more tabs.
    5. On the Datennutzung Use of personal data tab, provide information on the source of the contact data, use purpose and permission to use data for advertising purposes.
    6. The Infocenter Info Center shows all mails, records, appointments, etc. for the selected contact person.
        1. Left-click the Infocenter Info Center >  Data Sources to select which ones you want to display.
        2. Select either the tile view (records per data source) or the list view (records chronological).
        3. The selection of data sources will also affect the options for creating new records.
    7. File incoming E Mail emails directly to a person by right-clicking and selecting Mail ablegen File under > Contact.
  • Save images for that contact personM

    Three pictures can be saved for each individual contact person.M

    1. Stay on the Users <Name> tab in the side navigation.
    2. Move your mouse to the image frame in the middle of the input window.
    3. Click on neu Insert image in the bottom right-hand corner of the frame.
    4. Select  Load from hard disk to insert an image stored externally.
    5. If you have previously copied an image to your clipboard, select zwischenablage Load from clipboard.
    6. save Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Optimise the size and resolution of the imagesM

    The size of the image in relation to the resolution is decisive for the image quality and the required storage capacity. The higher the resolution (e.g. 300 dpi) the better the image quality and the higher the required storage capacity. The Info field shows you the current size of the image in points and the size of the file in kB.

    1. Click on Edit image and enter the Resolution you want. The default values for photo print (300dpi), standard print (150dpi) and screen (96dpi) can be overwritten.
    2. bb crop Crop the image to fit, bb rotate gu Rotate or bb flip hor Mirror as needed.
    3. Select  Retain resolution to keep the original resolution when resizing. Reducing the size improves the image quality.
    4. The option bb proportional Retain proportions is enabled by default. Disable it to change the length and width ratio of the original.
    5. Adjust width and height of the image in cm.
    6. Reverse changes step by step by clicking bb undo Undo.
    7. Click on  Apply in the top left-hand corner to save your changes.