Organization

How to Assign a New Contact to a Company/Department

 

What to do:

The Further person function is similar to both the Extend List of Persons and the Assign Employee to a Company or Department functions.
1. Select Start > Companies/Persons> Companies/Departments.
2.

Select the company or department Miller and Son.

3.

Select Further person from the context menu.
The Person mask is opened in Insert mode.

4. Enter the following data as shown in the example How to create a contact:
 
Name of field Field contents Example
Form of address for contact person. Valid forms of address are "Mr", "Mrs", "Ms" and "UK" (for unknown). Mr
Title of contact person Dr
Family name of contact person. Miller
First name of contact person. Henry
phone number 0721 / 6291-0
e-mail address of contact person docu@exyz-com
fax number 0721 / 6291-88
additional telephone number -
private phone number -
Street of home address Kaiserstr. 34
Home country of contact person. Select the country and abbreviation from the list field in the selection window. D
ZIP/ postal code of home address 76133
City of home address Karlsruhe
Check field if contact is male. v
Select the user ID from the selection window. -
5.

Save the record with the button .

The contact person has been added to the list of persons and assigned as an employee to the selected company or department. Personal data can be modified in the list of persons.
6.

Click the tab Employees.
The list contains the person Miller.