The directory is one of the basic pillars of the RAYNET CRM solution.
- On the Address Book menu, click Clients. In the newly opened Client’s tab, click the Plus button.
- A form will appear with detailed information necessary for creating a new Client in CRM.
- The Client's name is automatically taken from the register of companies (after writing at least three characters). After selecting the correct Client, the registered office address and ID number will be filled in automatically. Confirm the entry by pressing the Save & Open or Save button.
You can easily connect the contact persons you are dealing with to the newly established client. How to do it? Click here.
Client as an individual person
If you also trade with individuals, you can also register them as Clients. In the Name box, type a first and last name, and select the Individual check box.
These Clients - individuals will be filtered in the list by last name.
Here, too, you can use whispers from the register.