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Adding a contact person

Introduction

In OutSmart it is possible to add multiple contact persons to a relation.

Detailed Explanation

In order to give an employee insight in which person needs to be contacted concerning a work order, contact persons can be added to the relation. These can then be selected while creating a new work order or changed in existing work orders.

Creating a contact person on the customer card

  1. Log into the OutSmart BackOffice account.
  2. In the sidebar on the left hand side of the screen there will be an option called 'CRM'. Click on this option to open the Customer Relation Management overview.
  3. On the right hand side is a search option. Search here for a customer where a contact person needs to be added.
  4. Click on the relation and the relation card will be opened. In the middle columns there is an option called 'Contacts'. Click on this option and click on the newly appeared 'Add' button.
  5. To create a contact person two fields are mandatory: Code and Name.
  6. When all relevant information is filled in click on 'Save' in the top right corner to add the contact person to the customer.