Both clients and persons can be created and modified in contact management. To be able to do this the user must own the respective rights.

To create a new record, you only need to fill the mandatory fields (name, address, decision category where required) and push the save-button.

To create a new client, you only need to enter its name and address and save the record.

It is also possible to create a clieant via contact details-button. In this view additional attributes like cluster and comments are displayed.

If you modify any of the mandatory fields and save the record, a dialogue is displayed on save. It gives you the possibility to either apply save the record and with the modified data or to create another record that contains the modified data. In that case the original record will remain unchanged.

1. Search and select the client you'd like to create a contactperson for from the hierarchy or via quicksearch.
2. Enter salutation, first and last name of the person that is to create.
3. The input of an e-mail address is optional, but to avoid a warning message on save, you might enter one.
4. Save the record.

A record for the person is created and the person is automatically assigned to the company.

1. Salutation of the person. This field is mandatory in records of persons.
2. Optional text field for an academic title.
3. The first name is mandatory in records of persons (mandatory if a salutation is selected)
4. The last name is mandatory in records of persons (mandatory if a salutation is selected)
5. Optional field for the position the person owns in his company.
6. Optional selection of the department.
7. Address data of the assigned company.
8. The person can be set to active or inactive. Please note: if you deactivate a person, all allocated user-records will also be deactivated!
9. Depending on system settings the selection of the budget the person is allowed to handle might be mandatory.
10. Contact data of the person and the company. Please note: if a salutation is selected, you are prompted to enter an office-email address.
11. If the flag is set, the person functions as account manager.
12. Optional selection of mailinglists either from the dropdown field or via click on the blue link.

If you modify the address on person-level and save, the system offers you 3 options on how to deal with the new address:

• Create new company - another record with the same company data but the new address data is created. The original company record remains unchanged.
• Change client/ company - the address of the person and the allocated company is saved with the new values.
• Private address - the address of the company remains unchanged but the new address is saved in its own record and assigned to the person as private address.

1. Copies the content of the field to the clipboard.
2. Opens resp. closes the editing mode.
3. Deletes the entry.
4. Opens the e-mail editor in a new window. Letter opening and salutation can be set in contact details.
5. Opens the homepage in a new window.