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.
To add a contact, click on Relations in the menu on the left.
You will now be in the relations overview with all the previously created relations. You can click on the desired relation from this overview, but you can also use the search function.
Especially if you have a large number of relations in your system, using the search function is recommended.
After opening the relation, go to the "Contacts" tab. By clicking the "New Contact button", you can then add the contact.
When filling out the fields, make sure not to forget the email address. After all, the goal of InformerOnline is to send as much as possible digitally.
Once you've filled in the fields, click the "Save" button.
Note: Adding contacts is not possible for individual/private relations.