Contact Persons
In AbaNinja, you can record various contacts for an address with the type "Company" under the Contact Persons tab. This feature allows you to manage important contact persons of the company and select them as recipients on customer documents.
Navigation
- Open the desired address with the type "Company" in AbaNinja.
- Switch to the Contact Persons tab.
- Click on Add New Contact Person to record a new contact.
Benefits
- Recipients for Customer Documents: The recorded contact persons can be directly selected as recipients on invoices, offers, or other documents.
- Communication Options: Specific communication data such as email address, phone number, and other details can be recorded for each contact person.
- Organization: The management of contact persons helps you to make communication with companies more efficient.
Contact Person Fields
When recording a new contact person, the following fields are available:
- Salutation: Selection of the appropriate salutation (e.g., Mr., Mrs.).
- First Name: The first name of the contact person.
- Last Name: The last name of the contact person.
Additionally, further communication details such as phone numbers or email addresses can be recorded.
Notes and Tips
- Multiple Contact Persons: You can record multiple contact persons for a company to manage different contact persons for different matters.
- Ensure Up-to-date Data: Regularly check the data of your contact persons to ensure that they are up-to-date.
- Selecting the Right Recipient: When creating a customer document, you can specifically select the appropriate contact person as the recipient.
By using this feature, you keep track of your company contacts and significantly simplify communication.