Contacts – Creating a Contact in Continux

Geändert am Di, 19 Mai um 4:57 NACHMITTAGS

In order to assign a person — for example as an inventor or applicant in files, or as a contact person for a company — the person must first be created as a contact. The entry is made in a dedicated input mask for persons.

Practical tip to avoid creating duplicate contacts: use the filter bar to search for existing persons before creating a new entry.

1. Open Contacts in the main menu and select the "Contact" tab.
2. Click the green "New Contact " button.

3. The Person input mask opens.
4. Enter the relevant data in the fields and, where applicable, select a person category.
5. Enter any notes in the notes field (optional).
6. Complete the process by clicking "Save".

Note: Linking a person to a company is done via the company. Both the company and the person must already be created as contacts.

Further Links and Related Articles
➔ Creating a Company in Continux
➔ Sending emails to copy recipients (coming soon)