The contact details of the contracting parties (such and suppliers, customers, clients) may also be saved in User Management.
When the contract is edited, this information can be directly chosen to be included in the client and supplier details of the contract concerned. As an option, this information may also be retrieved from external data systems.
Filtering the contact information listing
The displayed contact information listing can be filtered.
Click ‘Filters’
Narrow down the number of contacts shown by filling out the desired search filters
New contact
Click the + icon (add).
Fill out the details of the resulting view.
Click ‘Save’ or click ‘Cancel’ to exit the view.
Edit contact
Select the contact you want to edit.
Edit the details of the resulting view
Click ‘Save’ or click ‘Cancel’ to exit the view
Delete contact
Select the contact detail you want to delete.
Click ‘Save’ or click ‘Cancel’ to exit the view
Copy contact
Select the contact you want to copy.
Edit the details of the resulting view where necessary
Click ‘Save’ or click ‘Cancel’ to exit the view