Contact Persons

A rep can view and edit contact persons and add new ones.

Viewing Contact Persons

To view contact persons:

  1. Tap on and select Contact Persons.


  2. You can limit the number of hits as follows:
    • Enter search criteria in the Search field. Hits are shown while you are typing.
    • Enable the desired filter to e.g. only display companies in a certain country.
    • Switch to the desired tab.
  3. Tap on the desired item to switch to its details.


  4. The upper area contains the details displayed in two columns. All other areas are displayed in one column. If more records are available than can be shown in the defined area, dots () are displayed below the area. IN this case you can swipe left or right to view the remaining records.
  5. Tap on one of the available tabs to switch to the related records.

Adding Contact Persons

To add a contact person:

  1. Switch to the list view.
  2. Tap on (Add Contact Person).

    The input mask is displayed.

  3. Enter the data.
  4. Save the record.