Managing Company Contacts and Related Contacts

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Managing Company Contacts and Related Contacts

The ZeeBORN system allows the structured management of contact details. One of these supported structures is the management of contacts within a company. In fact the structure of a company and the contacts within a company is created very simple by creating first a contact that will be flagged as a company record (button New Company Address). Later on you can create normal contact records (button New Contact) and while entering the contacts details you can also choose one of the available company contact records from the database.

 

If assign a contact record to a company you will be asked if you want to take over address details and communication details from the company contact record. You can copy all available address and communication details or only a part of the available data. After copying these details from the assigned company contact you can change these data without affecting the original details in the company contact record.