Lägg flera personer på en kund och välj rätt referens i projekt och underlag.
Kontaktpersoner används när kundens juridiska namn inte räcker för det dagliga arbetet. En företagskund kan till exempel ha en beställare, en projektledare och en ekonomimottagare.
Öppna kunden, välj kontakten och redigera uppgifterna. En ändring på kontakten uppdaterar inte automatiskt texten på redan skickade dokument.
Använd personens riktiga namn som kontaktens namn. Beskriv roller som ”beställare” eller ”ekonomi” i de fält där rollen efterfrågas, inte som ersättning för namnet.
Kontrollera att kontaktpersonen ligger på samma kund som projektet eller underlaget. Kontrollera därefter om mottagarfältet använder kundens e-postadresser, kundens e-post för faktura eller en särskild kontaktperson.
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