Add a department as a contact
You can add a specific department as the contact for an organisation.
You also use this to register a delivery address for your own organisation, so you can let the purchase contact know the delivery address in a purchase order.
Note:
For persons, you cannot add departments on the Contact tab. This is only possible for organisations.
Example:
In the 'Karton BV' organisation, you are in contact with the 'Expeditie' department, which has a different address.
To add a contact of the Department type (or Delivery address) to an organisation:
- Go to: the organisation to which you want to add the contact, for example by selecting CRM / Organisation/person / Organisation/person.
- Open the properties of the relevant organisation, in this example .
- Go to the tab: Contacts.
- Click on: New.
- Select the type of the contact you want to add, in this case Department with organisation.
(In the case of a delivery address, select Delivery address).
- Click on: Next.
- Enter the name of the department in Contact department. For example, Afdeling inkoop.
(Or Afleveradres bedrijfsbureau).
- If necessary, select a different address. Initially the data of the organisation is displayed.
- For the contact of the Department type, specify if correspondence should be sent to the address and whether a preference for a medium to use for the correspondence has been indicated.
- Click on: Finish.
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