Contact Person Type

Automatic Definition of a Contact Type for Your Contact

With the new version of KundenMeister you no longer have to define the contact type (e.g. company, department, contact etc.) when creating a contact person. As soon as you select a new contact person, the type of contact defined for the main contact is defined as the contact person.

For example: You want company contacts to always be departments. You first make this setting under Master Data - Contacts - Contact Types. You select your contact type (in this case 'Company'), go to the tab 'Contacts Options' and enter your desired contact type (in this case 'Department') in the field 'contact person type'.

As soon as you define a contact person when creating a new company, only the contact fields for a department are displayed for completion.

How to create a contact type is described in our manual