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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 . 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.

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

Example


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