Managing contact persons from the left menu

Written by Marcel Thijssen on . Posted in Exact Synergy

From the left menu, you have the option to quickly create an entity (like a document, request or employee). It is, however, also possible to create, search for or manage a contact person directly from the left menu.

The field ‘Contact persons’ can be added via the link preferences that you will find on the top-right of the screen. In the section ‘Left – My work, create & search’, select ‘Contacts’ and click the arrow in the middle to move the function Contacts to the right.

Now click Save to save the changes you made.

If you look at your contact persons in the left menu via [My work, My contacts], the screen Contact persons will open. Here, by default, you will be shown a summary of the contact persons sorted by account type.

Picture credits



Archive per month