Manage the contacts of a business partner

Access one of your business partners and select the Contacts tab. To add a contact, click on + and fill in the fields. To delete one, use the trash.

Within a quotation, booking, credit note or invoice, by choosing this business partner you can select one of their contacts from the same field.

This way, when a document is sent by email, the e-mail address of the contact is inserted into the corresponding row, not of the business partner’s.
Was this article helpful?
Sengerio SUPPORT | 2024