You can create numerous contact addresses and contact persons for a customer.
You can create a new contact or a new address/contact person using the green plus sign.
If the official name of the company is too long and you only need it on your invoice, you can enter a separate customer name in the "New Contact" dialog box. This will then be used for the invoice, while the short company name will appear in your project manager.
The "Pos./Department" line is used to sort your contact within the list of contact addresses. You can enter multiple addresses for a customer.
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Free mailing address |
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Use the "Free mailing address" to enter address formats that do not comply with the German standard, e.g., addresses from the USA. The "Free mailing address" overwrites the data entered in the individual fields. |
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Assign new user-defined fields by right-clicking. Select "Rename" to name the fields as you wish. Here you have the option of entering company-specific information such as item numbers.
