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How do I add a user to a business partner entry?

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 . A new window opens up.
  3. Select a Greeting.
  4. Fill in the fields Firstname and Lastname.
  5. Optional: Fill in the fields Email and Phone.
  6. Click “Done” to add the user to the list and close the window.

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

Example


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