Generally speaking, users are contacts who you can register in the system in addition to your existing business partners.
You can also register your business partners as users, e.g., for sending serial letters to them as part of a marketing campaign.
In order to add new users, take the following steps:
- Log in to the system.
- Open “User” from the menu.
- Add a new user.
- Fill in the fields Firstname and Lastname.
- Enter the user’s Email Address.
- The Search Key is an automatically assigned serial number. However, if required, you can also assign your own search key manually instead.
Next Steps (optional)
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