Contacts

The contact management enables the entry and maintenance of contact persons assigned to customers or user profiles. Contacts are used in modules such as quote, delivery note, and invoice for addressing and communication.

Contact List

The contact list displays all contact persons stored in the system. It is used for managing delivery and billing addresses as well as general contact persons.

Column	Description
Customer Name	Name of the associated company.
First Name / Last Name	First and last name of the contact person.
Identifier / Department	Department or function within the company.
Street	Street of the contact address.
City / Postal Code	City and postal code.
State / Country	State and country of the contact address.
Phone	Phone number of the contact.
Email	Email address of the contact.
Type	Categorization of the contact (e.g., Delivery, Billing).
Favorite	Marking as preferred contact.
Status	Active, Inactive, or Deleted.

Contact Types

Type	Description
Delivery	Contact is used as delivery address.
Billing	Contact is used as billing address.
None	General contact without a specific role.

Additional contact types can be added via the field configuration in the admin area.

Usage in Modules

Contacts are referenced in various areas of the system:

Area	Description
Customers	Assignment as primary or secondary contact of a customer.
Bookings	Contact selection for booking processes.
Invoices	Billing address from contact of type "Billing".
Delivery Notes	Delivery address from contact of type "Delivery".
Locations	Location-related contacts for customers and deliveries.
User Profiles	Assignment of a contact to the user profile.

New Contact

The input form is opened via the New Contact button.

Field	Description	Required
Customer	Assignment to an existing customer. Selection via search field with auto-completion.	No
Label	Short designation or alias of the contact.	No
First Name	First name of the contact person.	No
Last Name	Last name of the contact person.	No
Contact	Contact designation or salutation.	No
Street	Street address.	No
Postal Code / City	Postal code and city.	No
State / Country	State and country.	No
Phone / Fax	Phone and fax number.	No
Email	Email address.	No
Type	Contact type (Delivery, Billing, None).	No

Typical Usage Scenarios

• Store delivery address: Contacts of type "Delivery" are automatically suggested as the delivery address in orders.
• Manage billing contact: Contacts of type "Billing" are used for invoice addressing.
• Favorite contact: The contact marked as favorite is preferentially preselected in modules such as quote and delivery note.
• Duplicate contact: Via the action menu, an existing contact can be duplicated and customized.

Technical Notes

Customer Linkage

Contacts can be assigned to both a customer record and a user profile. The customer linkage is relevant for automatic addressing in business processes.

• A customer can have multiple contacts with different types and responsibilities.
• The favorite marking influences the automatic selection in downstream modules.
• Deleting a contact sets the status to "Deleted"; the record remains in the system (soft delete).
• Access requires the permissions contact_view, contact_edit, or contact_delete.

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See also: Customers