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Contacts

Všechny tarify

Contact management – customers, suppliers, partners.

Dostupné pro:AdministrátorVedoucí

Company contact directory – customers, suppliers and other business partners. Contacts are used when creating invoices, price quotes and orders.

Adding a contact​

  1. Go to Contacts
  2. Click + New Contact
  3. Fill in the company name or person's name
  4. Add the company ID, VAT ID and address
  5. Add email and phone number
  6. Save
Automatic completion from ARES

When entering a company ID, the system automatically fills in the company name and address from the ARES database.

Contacts are connected to:

  • Issued and received invoices
  • Price quotes
  • Orders
  • Delivery notes
Enter once

You enter a contact just once – then you select it from the list when creating invoices, quotes and orders. Details are pre-filled automatically, no retyping needed.

Contacts as the foundation of documents

Contacts are the cornerstone of all business documents in eProtokol. When creating an invoice, quote or order, just select a contact and the system fills in the company name, ID, VAT ID and address.