Customers > Contact persons
The following explains how a contact person can be searched, a contact person's information modified and how a contact person is connected to a customer.
There is an instruction video about the topic here: Contact persons CRM - Tuntinetti
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Searching a contact person
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Changing the information of a contact person
Adding a contact person
The information of a contact person can be modified by clicking the "Modify"-button next to the desired person's name. The information will open up under the contact person list.
Adding a contact person
You can add a contact person by clicking "Add a contact person". This opens up blank user contact information and customer information. The obligatory field in user contact information are first name, last name and personal e-mail address.
When you have added the contact person's information you can add the customer's info. Write the customer's official name and choose it from the list that appears under the field. By choosing the customer its information automatically update to the page.