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.

Additional settings (optional)

• Tick the checkbox Sales Contact.
• Tick the checkbox Purchasing Contact.
• Tick the checkbox BillTo Contact Default to make this contact available for receiving payment requests.
• Tick the checkbox ShipTo Contact Default.

Example