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


  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 and Phone.
  6. Click “Done” to add the user to the list and close the overlay window.

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


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