Add a contact person to an organisation

You add a contact person to an organisation.

To add a contact person to an organisation:

1. Open the properties of the organisation..
2. Go to the tab: Contacts.
3. Click on: New.
4. Select Person in organisation.
5. Click on: Next.
6. Complete the Name field as thoroughly as possible.
7. Press: Tab.

   Profit completes the fields automatically. Complete any missing data yourself.

8. Select the Provide values for additional person fields check box. This provides you with supplementary steps for recording data in the wizard.

   This option is intended for adding a new person. If you select an existing person the additional fields are completed automatically and cannot be changed.

9. Click on: Next.
10. Complete the fields.
11. Click on: Next.
12. Complete the fields.
13. Click on: Next.
14. Complete the fields.

    Profit automatically copies the address data from the organisation. You can change this data if, for example, the contact person works at another location of the organisation.

15. If necessary, select another address.

    The changed address will not be shown in the general (private) data of the person. It is an alternative contact address, which is only displayed on the Contacts tab.

16. Click on Next several times and then click on Finish to complete the wizard.
17. Close the properties of the organisation.