Customer and supplier contacts

Customers/Suppliers

  • Clicking on Contacts a list of contacts of the company currently on display  
  • To add a new contact, click on + New Contact 
To edit click on three dots on the top right on the card Edit, a dialog will pop up like in photo  
Immagine che contiene tavolo

Descrizione generata automaticamente
  • Field with * like Name and Surname are mandatory
  • To add a new contact , a new dialog with empty field will pop up. 
  • To delete a contact, click on vertical ellipses situated on the top right of the window and select "Delete”. A message will ask to confirm your choice and successively it will be marked as deleted. From now on, this contact is not going to be visible or available for selection but related issued documents will be valid.