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Customers' contacts

General Presentation

The Customer menu> "Manage customer contacts" enables access to the list of the company's customer contacts with all the important information. The database, shown as a table, can be exported at any time in .xls format.

 

A customer contact can be created:

  • From the table of customer contacts using the "Add" button
  • From the customer record using the "Action" button

Reminder: customer contacts are required as soon as you want to send invoices by e-mail from the tool.