> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/adressbuch-1.md). # Address book This address book is the place where all master data of organizations and people in Die Agenturverwaltung is stored centrally. ## Organizations and people In Die Agenturverwaltung there are **two logically separated directories**: * Organizations * People Organizations and people can be linked to each other by adding a person to an organization as a contact person with an optional position within the organization. {% hint style="info" %} **Example**\ Max Muster is Director Marketing at the organization FastCargo GmbH. At the same time he is the president of the organization Logistikverband Niedersachsen e.V. \ That means one and the same person is a contact person for multiple organizations. Max Muster’s personal email address and mobile phone number are stored on the person and are therefore also findable via the two organizations in which Max Muster is a contact person. {% endhint %} ## Organizations An organization represents a company or enterprise that can receive services from the agency or provide services to the agency. An organization has the following attributes: * Name (required) * Phone number(s) * Email address(es) * Postal address(es) * URL(s) * Bank account details In addition, any number of people can be linked to this organization in the "Ansprechpartner" tab. ## People A person represents a sole proprietor or a contact person of an organization. As a sole proprietor, a person can receive services from the agency or provide services to the agency. A person has the following attributes: * Salutation * Title * Date of birth * First name * Last name * Phone number(s) * Email address(es) * Postal address(es) * URL(s) * Bank account details In addition, any number of organizations can be linked to a person on the person's master data page. ## Tags Both people and organizations can be tagged with tags. Suppliers for printing services, for example, can be given the tag "Druckerei". This makes them findable in the tag search. Tags can also be used to qualify the contacts of leads in a sales funnel, for example with tags like "Hot Lead", "Closed Won" or similar. More about searching for contacts can be found here: {% content-ref url="/pages/23dd7c31b2361678df1d764020ee0595183d2b37" %} [Search for contacts](/die-agenturverwaltung-en/adressbuch-1/suche-nach-kontakten.md) {% endcontent-ref %} ## Notes Notes for organizations or contacts work the same way as notes on jobs. Multiple notes can be created and these can, if necessary, also be made available to a limited group of people — e.g. the management. More information about notes can be found here: {% content-ref url="/pages/2100dc8c71f9aa329d9054cda59cf8cb179676ab" %} [Notes in job management](/die-agenturverwaltung-en/projektverwaltung-1/notizen-in-der-projektverwaltung.md) {% endcontent-ref %} ## Documents Documents on organizations or contacts work the same way as documents on jobs. More about this can be read here: {% content-ref url="/pages/8e1ae39a0d1bde8a8e46c73481b13c65a78bb5ea" %} [Document storage in job management](/die-agenturverwaltung-en/projektverwaltung-1/dokumentenablage-in-der-projektverwaltung.md) {% endcontent-ref %} ## Followups Followups on organizations or people are very helpful when it comes to new business development, for example. They can remind a team member about a specific event related to the last contact ("Could you call me again in mid-February, then I will know whether we can release the budget for that"). Followups on address book contacts also work exactly the same as for jobs or financial documents: {% content-ref url="/pages/f7719f205f4b9e6c88ad062f7b6580571c66eecb" %} [What are followups?](/die-agenturverwaltung-en/wiedervorlagen-1.md) {% endcontent-ref %} ## Use of organizations and people in job management and financial documents {% content-ref url="/pages/f9c639c0fb09114e7c29266aba33b2402b13a081" %} [Use contacts](/die-agenturverwaltung-en/adressbuch-1/kontakte-verwenden.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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