Assigning internal staff members

Regardless of whether internal contacts were created manually or imported into the system, these contacts usually have no relationship to a department.

If internal employees are unrelated to a department, it is best to assign them directly to the structural units, which automatically takes over attributes of the unit.

  1. Open an internal department.
  2. Switch to the Staff member tab, click the Select staff member button, and select the internal contacts concerned from the database.
  3. Add the contacts.
  4. Click OK.

This is easiest if you want to assign several internal employees to an individual department.

Changing the division of internal staff members

If a staff member moves within your company, simply delete the relation with the "old" department, and then assign the contact to the "new" one. The change cannot be made using drag and drop. Please also check the view resulting from the changed hierarchy for the internal con­tact.

You can see the assignment directly in the user’s master data in the user administration and, of course, in the internal contact you can open by clicking on the entry in the Name field of the user.