Create and assign a company function (contact)
Table of contents
Within the software, you can define functions (financial manager, secretary, accountant, etc.) which can then be assigned to your contacts.
This guide explains how to create functions in the software and how to assign the function to a contact.
1. Add a function
Go to “Administration”, then “General settings” and click on the “Functions” link.
1.1. Main language
Below you’ll find explanations for each numbered red frame in this image.
1. Assign a code to the function (e.g. “01”). The choice of coding depends on your company’s internal organization;
2. Add the function label ;
3. Click on “Add”.
1.2. Translation
If required, you can translate a function into other languages. To do this :
1. Click on “Add another language” below the function you wish to translate;
2. Select language ;
3. Add the wording in the corresponding language;
4. Click on “Save”.
You can repeat this operation for several languages.
2. Assign a function to a contact
You’ll find a list of predefined functions in contact records, whether for customers, prospects, employees, etc.
To assign a function to a contact, first open the contact’s file.
From here :
1. Click on “Modify”;
2. Under “Information”, select the function from the drop-down menu;
3. Click on “Save + Validate”.
The function will now be associated with the contact.