Use contacts

On this page you will learn how to use organizations and persons in the job management and financial documents.

Use in job management

On all hierarchy levels of the job management (customer, customer account and job) a "Assigned address contact" can be stored on the job master data page.

After clicking the button "Change contact or create new contact" an address contact can be linked via the search or a form to create a contact. The following address contacts can be linked:

• an organization

• an organization with a person as a contact within the organization

• a person as private individual & sole proprietor

Tip Assigned address contacts are inherited but can be overridden. This means that a contact stored at the customer is automatically stored for all customer accounts and jobs of that customer. However, this can be adjusted at any time on the master data page of a customer account or job.

Use for financial documents

When creating an estimate a postal contact address is usually provided in order to display it on the estimate as the recipient address.

Depending on which section of the address book entry is clicked, either only the organization along with the address is adopted (upper arrow) or the organization along with the address and contact person (lower arrow). Ideally the address is stored on the organization and not on the contact persons. If the organization has an address and the contact person belongs to it, the address is automatically adopted.

If an estimate is created independently of a customer, customer account or job, the system cannot assign a recipient address to the estimate.

In this case the address should be entered manually or an address contact should be searched via the function "Open address book". The following address contacts can be linked:

• an organization

• an organization with a person as a contact within the organization

• a person as private individual & sole proprietor

Tip In most cases the address data do not need to be entered manually or assigned via the search, because the system can assign the financial document to an address contact when the document is linked to a job and the address that was linked with the customer of the job is automatically suggested when creating the financial document.