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Adding new contacts

(CRM - Customer management)
 
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Topics in overview:

Contact management
Group management
Address import and export
Selection - a central contact management tool
Customer loyalty by means of communication
Email and letter templates
Lead manager
Appointment and task management 
WebConnector: website connectivity
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Related topics:

Adding new contacts | Quicksearch | Multi-function menu | Customer information and management | Detail pages | Reference buttons

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Button: "New customer"

In order to add new contacts or addresses, click the New customer button in the CRM, which opens the data entry window (see screenshot).



 

Entering data

a) Enter all known data into the respective fields and click Save to save your entries. There are no required fields, which means you do not need to fill out all of the fields to save the data set.

b) Save the customer data.

Click the 'x' close window icon in the top right hand corner to close the window.

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