Skip to main content

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 Check 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, data 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. Hold down the Ctrl key for multi-select.
      3. Only records for the data sources that are displayed can also be newly created here.
  7. File incoming E Mail Emails directly against a contact person by right-clicking and selecting Mail ablegen File under > Ansprechpartner Contact.