To add contacts navigate to the tab "Contacts" and select "Add contact".
The contact window will open in which you can enter information about the contact. The amount of Kilometers is automatically calculated from the location, which has been entered in the Administrator panel under "Configuration" > "Location data serving kilometer calculation". More information about the setting up of the administrator panel.
The kilometers are calculated based on Google Maps, so not air-line distance. Roads with road charges are not avoided in the calculation.
You can select the contact person for a project manually. You can however also set up a standard contact person . This means that this person will be selected for a project by default if the contact is chosen for a project. You can adjust this by selecting the person you want to use and clicking on "Set as default".
The adding of notes can especially be helpful if you want to display specific information of a contact. You can adjust by yourself who is able to see these notes.
You can add tags to group certain contacts. Added tags can be seen on the left side of your screen.
This tab allows you to specify how the payments with the customer are managed. You can for example enter the payment conditions and give a fixed discount. These settings will automatically be used in every project the customer is participating in.
In this tab you can for example add a telephone notification. More information about tasks.
This tab provides an overview of the projects that have been performed together.