Adding a contact

Add a customer and fill in general information.
  1. Click the Contacts tab.
  2. Click .
    A new contact is opened.
  3. Fill in the following information:
    Field Task
    Name (and title) Select a title and fill in a contact name.
    Description Fill in a longer description with more details.
    Remarks Fill in other information for the contact.
    Function Select a function as configured in the Configuration menu.
    Language Select a language for communication with this contact.
    Responsible Select the iTOS user who is responsible for this contact.
  4. Click in the task bar to save any changes.
Next, you can add contact information for these contacts.