To create a contact person document, open the Contractors application, hover the cursor over the CREATE DOCUMENT button, and select Contact Person from the list.

Search for the company to which the person should be assigned using one of the parameters.

A blank contact person document sheet will open.

Note! If you create a contact person document directly from the contractor’s document, the two previous steps will be skipped.

In the Basic Information section, enter the First Name, Surname, and select the Gender.

The field CONTACT ACQUIRED BY will be automatically filled with the name of the person creating the document, but you can assign a different one. Click the field and select the appropriate person from the list. Similarly, you can assign informed persons.

In the Company Information section, fill in the fields as needed: position, department, specialization, responsibility, title, email, phone, mobile phone, fax, and Skype.

In the Personal details section, enter the address and contact details.

In the DETAILED DATA tab, there are fields to fill in: Industry, Sector, Region, and Group. To fill in the fields, click on the field name and select the appropriate option from the list.

If you want to add interest details, click the “+” button.

Select a category from the list.

and a specific product.

Add a description if necessary.

Save the completed document.