Persons

Private customers are stored as persons and you can depict these persons’ relationships, e.g. association membership or where they are employed.

Select (Accounts) > Persons to search for persons.

Select (Accounts) > Contact Persons to search for contact persons entered for companies in the database, see Adding Contact Persons.



Note: Depending on your configuration, the Contact Person at node may also be displayed (it is not displayed by default). Open a record under this node and click on (Go to Company/Association) to switch the tree view to that record.