New contact

Introduction

TimeLog’s index of contacts makes it possible to manage the company’s contact information. A contact can be added to an invoice or a project through the index.

Description

Creating a new contact

• Go to Customers and +New customer
• Enter the First Name and the Surname of the new contact.
• Select an Owner of the contact. The owner is usually the person in the company who manages the customer’s account.
• Select the Customer to which the contact belongs. 
• Fill in the Contact Details in the appropriate fields.
• Click on Save or Save and New to store the information and create another new contact.
• After the new contact has been created, the person that the contact Reports to can be selected, such as the contact’s superior. This creates an overview of the hierarchy within a company. Please note that this is only possible after the contact has been saved.