Kontaktregister

Registrering av nytt företag

I Kontaktregistret finns en lista på de företag som ligger registrerade.

Registrera ett nytt företag genom att klicka på knappen Nytt företag.

Registrering av anställda

När det nya företaget sparats syns det i listan över företag och uppgifter om de anställda kan läggas in. Öppna företaget på nytt och komplettera med anställda genom att gå in på fliken Anställda och välj Ny.

It is possible to connect one person to several companies, for example if a person changes employer or works as consultant on several places. Hence there is a possibility to search earlier entered persons in the field Person. If you register a new person, leave that field blank.

The tab Personal data can be used for a person’s private information. The personal data relates to the person’s code, and if one person relates to several companies and you make changes here, it will be changed in all companies.

To see companies and persons

On the start page of Contacts, select Companies or Persons.

Search	Delimit the list with different keywords. You can use several words and separate them with space.
Only active	Lists only active companies/person
Only own	Shows only companies whwrw you are the owner
Category	Shows only a certain category
Country	Delimits the list to a certain country
Export	Exports data from Contacts to Excel
Home page	Opens the company’s home page in the web browser
Email	Opens an e-mail and pastes the selected email address as recipient
Label	Formats the address so that it is easy to print as a label

Base registers – Register countries and categories

Register categories and countries in System: Base registers, tab CTS.

You can use categories for labelling companies, for example as clients or suppliers. The label is shown on the persons related to the company. The persons can have one additional category, eg. Accounting department or CEO.

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