Add a contact person to a purchase contact

You can add multiple contact persons to a debtor/sales contact.

To add a contact person:

  1. Go to:
    • Financial / Debtor / Debtor
    • Order Management / Sales / Sales contact
    • CRM /Organisation/person / Sales contact
    • Subscriptions / Subscription / Sales contact
    • Projects / Project / Sales contact
  2. Press Ctrl+U if you want to align the columns in the view.
  3. Move the debtor Number before the Name column. You can move the column by dragging the Number column header with your mouse.
  4. Open the properties of the debtor.
  5. Go to the tab: Contacts.
  6. Click on: New.
  7. Select Person in organisation.
  8. Click on: Next.
  9. In Name enter the name of the contact as fully as possible. For example:
  10. Press: Tab.

    In the wizard, Profit splits the name across the fields:

  11. Click on: Next.
  12. Enter Purchase in Contact department.
  13. Complete the remaining fields.
  14. Complete the wizard.

    Profit now displays the added contact person with the debtor.

Directly to

  1. Add or supplement a sales contact/debtor
  2. Add a sales contact
  3. Add a bank account number
  4. Add an IBAN number to a debtor
  5. Block a bank account number of a debtor
  6. Add a sending method
  7. Convert an organisation/person to a debtor
  8. Add a contact
  9. Import contacts for sales contacts
  10. Add a delivery address