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How do I link a business partner to a user? (Add contact information)

Steps

  1. Open the entry of an existing business partner or add a new one.
  2. Go to the record tab “Contact” at the bottom of the page and click "Add new". An overlay window opens up.
  3. Select a Greeting.
  4. Fill in the fields Firstname and Lastname.
  5. Optional: Fill in the fields Email Address, Phone and other fields as required.
  6. Click “Done” to close the overlay window and add the user to the list.

Additional optional settings

Note:
You will find the newly created user entry under “User” in the menu.

Example


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