Involving contacts in sales cases

If sales cases or project folders were already created:

1. Open the record concerned.
2. Switch to the Contacts tab.
3. Select the Select contacts command. See also: Selection dialogs for relations
4. Maintain the Role in the project field in the contact assignment.
5. Save the record!

If a new sales record should be created at the contact:

The company of a contact is always automatically set as the Customer. Only if a personal contact is not yet not assigned to a company, the person itself is the customer.

1. Select the Sales function and one of the other functions in the function bar of the contact form. This opens the corresponding form.
2. Edit the record.
3. Click OK, or save the record.
4. Switch to the sales record and maitain the Role in the project field in the contact assignment.