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How do I add contact persons?
How do I add contact persons?
Rutger Bosch avatar
Written by Rutger Bosch
Updated over 2 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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