Adding a new contact can be started in contacts list view or in contacts detail view with button . A nearly empty form is opened for entry of the contact details.

To save the contact the minimum required fields has to be filled: matchode (unique short name) and account receivable when interface for accounting is configured. The protected fields like matchcode, customer number and account receivable are freely editable only for first editing. Afterwards the are locked to secure them in case of accidental changes. Unlocking is possible by double click on the blue field title.

The customer number can be given automatically when configured in the global settings.

When creating a new contact all possible fields should be filled to explot all possibilities of the program.

 

 

Creation of a new contact

 

In the financial data the fields discount %, Discount deadline, net payment terms, dunning days and dunning fees are prefilled with the global values from global settings.

 

Financial data of a new contact

 

After the entries are completed the details are saved by clicking the button .

If the entries should be discarded, the data record should be deleted by clicking the button .