The procedure describes an example of how you can enter contact persons in the CRM
module in Visma Business.
Før du begynner
Before you enter a contact, you should check that the person concerned has not
already been entered in
Visma Business.
Prosedyre
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Open a layout that contains the Information needs page element linked to the
Associates table.
You can group the information needs on the basis of what your company needs
most. You can have as many contact persons as you want linked to each
associate/customer or supplier.
These are linked together using the contact person for field, which means
that, if an employee changes employer/workplace or similar, only this field
needs to be updated and all the history for the contact person is saved.
-
In the Associates page element you can enter information about the individual
contact person.
-
In the Information needs page element you can enter the associate's information
needs.
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When you have entered the information you want to include, choose
Home/Saving/Save from the menu bar or press Ctrl + S to save the
information.