After a customer has been created, contact persons can be added to this customer.
Go to the detailed view of the customer in question.
You can find the detailed view by going to the customer list (Menu bar: Customers Customer list) and click on the name of the desired client.
Click on Add Contact and enter the contact person's data.

You can create as many contact persons as you like for each customer.
You can edit an existing contact by clicking on the gray pencil icon on the right-hand side of the contact in the customer's detail view.
You can delete an contact by clicking on the gray pencil icon on the right-hand side of the contact in the customer's detail view, then scrolling to the bottom of the following page and clicking on “delete.”
Last change: 12.11.2025
General information
Reports
Report table editor
Interfaces
Kompetenzen
AI functions
Employees
Introductory phase
Query reports
Orders
Samples
Templates
Customers
Client zone (optional)
Assets
Offers
Invoices
Parameters
Calculating with parameters
Webservices
Transformationscode
Test plans / limit values / specifications
Documents control
Material
Questions and answers
Equipment
Trainings
8D-report
Others
PDF templates
Supplier evaluation
File management
Processes