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How do I add contact persons?

Rutger Bosch avatar
Written by Rutger Bosch
Updated over 10 months ago

The advantage of adding contacts is that you can send documents, such as invoices, directly to a specific person within an organization. This ensures that your document always reaches the correct recipient.

Add contacts

To add a contact, follow the steps below:

  1. Navigate to Relations in the left-hand menu;

  2. Open an existing relation or create one by clicking New;

  3. Open the tab Contact and click New contact person;

  4. Enter the fields;

  5. Save to add the contact person.

Note: Adding contacts is not possible for individual/private relations.

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