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Version: 1.24.2

Contacts

The Contact table is the link between the user records and service consumer records. Services, in their turn, are related to agreements and contracts. Organizations or individual users can be registered as a contact in the system. On the agreement record form, you can specify its Consumers: Users, Customers and Sponsors. You can only select them from the contact records. On the contract form, in the Customer and Consumer fields, you can also select only users and organizations for which contact records have been created.

To create a contact record, do the following:

  1. Navigate to Contracts → Contacts.
  2. Click New.
  3. Fill in the fields and click Save or Save and exit to apply the changes.

Contact form fields

FieldMandatoryDescription
TypeY

Select the contact type. Available options:

  • Company
  • Branch
  • Section
  • Department
  • Unit
  • Group
  • Employee
OrganizationNSpecify the company to contact regarding your business aims. The field appears if you select Company, Department, Section, Department, or Unit in the Type field.
GroupNSpecify the group to contact regarding your business aims. The field appears if you select Group in the Type field.
EmployeeNSpecify the employee who must be a contact person. The field appears if Employee is selected in the Type field.