Create new personal contacts in the Contacts module.


  1. Open the Contacts module.

  2. Click the "Create" icon in the toolbox to open the input section for the contact details.



  3. Enter the desired details into the fields provided.

  4. Click the "Save" icon to create your new contact.


      
  5. After you save your contact, the contact will appear in Detail View - Contacts.
  6. You can now add a profile picture for your contact. You do not need to save again. The profile picture will usually be displayed in the detail view the next time you open the contact.


Marker_Modul_Kontakte_Kontakt_erstellen_EN_31


1. Entering Contact Details

Fields for entering contact details.


Note: This example shows the default fields in 4ALLPORTAL. Depending on your user permissions or the way your portal is customized, you may see different fields.


2. Neutral Profile Picture

When you create a new contact, a neutral profile picture will be displayed. You can add a profile picture after saving the contact.


3. Link to Company

Enter a company contact or click the "arrow" icon to link a personal contact to a company contact.

This will allow you to link personal information to global company information such as an address.

Double-clicking the entry will open the company in the Detail View - Companies, where you can see the company details.