Add Customer contact
Digital Automotive provides a Customer contact matrix in workflows of all modules.
Select available or add Customer contact (CRM permission required) of company used in project. It is not possible to select contacts from other companies at the moment!
Define internal responsible
add comment
If Task Application is in use also own or delegated task related to contact can be created.
Add more contacts if required
Create contact and add to workflow
Click "Create new contact"
New Browser tab will open contact detail view. Minimum required data for contact use are:
First name
Surname
preferred language (current english and german selectable)
eMail
Company is set as default from project
Additional items can be added also later in CRM module - Contacts.
How to manage contact details in general is described in the next step.