You can use this form to add a new contact person for the company. Also, you can specify the events GL accounts to be used for transactions related to this contract and set credit limit.

The Main Parameters tab

On this tab, you can provide the main information about the contact person: the full name and actual contact information.

The Contact Person (create) form. The Main Parameters tab

Make sure the Company field is populated with the name of the company for which you need to add a contact person.

Use the First Name, Last Name, and Middle Name fields to specify the full name of the person.

Under the Contact Information heading, enter the mobile phone number and the email address in the corresponding fields.

In the Position field, select the position of the contact person form the list of positions maintained for contact persons.

Use the Responsible field to select an employee who is responsible for communications with this contact person.

The toolbar buttons

Click the Save button to save the new contact person or the Save and close button to save the contact person and close the form.

Click the Edit GL Accounts button to view and edit the list of default GL accounts assigned to this company contact person.

Available Links

On the forms, the only link is:

• Events: Use this link to add events with the contact person.