You can create additional telecommunication datasets to a person and its roles. This is necessary, for example, if a business partner has several locations with different phone connections.
The following describes the creation of an additional telecommunication dataset to a business partner.
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Open the main window Business partner
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Open the search with a click on
Open search if it does not open automatically when you open the main window. -
Enter the search criteria for the desired business partner and click
Searching -
If the result list is too long, limit it by using the column filter. Mark the requested business partner and click
Apply -
In the context menu to the business partner (tree), select the function Create new and assign / telecommunication.
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Enter as much information into the text fields as possible (especially the Mandatory fields).
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Save the communication data by clicking
Save
The new telecommunication data are not copied to the based person or the contact of the business partner.