Čeština Polski

Create a New Contact

Radka Kalmanová

  • Contact persons you deal with, who work for a specific Account (company), are referred to in Raynet as Contacts. You can add an unlimited number of Contacts for each Account.

     

    Creating a Contact

    We recommend that you create a Contact directly from the Account detailed card.

     

    1. In the Account list view, select a specific Account.

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    2. Once you have selected the Account detailed card, click the Add Contact button.

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    3. A new window will pop up. Create a new Contact by filling out the fields and then pressing the Save button.

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    4. You can also find all Contacts in the list view, just click on the main category Contacts » Contacts.

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    Tip: See what other information you can keep track of on the Contact detailed card and what actions you can perform within the record.