Create a New Contact Person
To create a new contact person:
1. On the Codejig ERP Main menu, click CRM and then Contact persons.
A listing page of contact persons opens.
2. On the listing page, click + Add new.
You are taken to a page for entering the contact person details. The page consists of the following sections:
- General area
- Contacts tab
3. In the General area, you enter the title of the contact person, name, the company of employment, additional description etc.
4. In the Contacts tab, you add information about the person`s email, phone and Skype.
5. Click Save
Contact Person: General Area