Creating a Contact

To get started, you first need to to enter the contact information of the customer (or company) you would like to create the project for.

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You can either add regular Contacts or Companies to your Address book.

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You can also organize individual contacts in customized groups or connect them to a company.

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On the left-side of the dashboard, navigate to Address book > Contacts.

[NOTE: Contact groups = create a set of groups to organize your contacts in, f.ex. customers, architects…
Manufacturers = contact information on manufacturers, needed when compiling orders.]

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Click + New Contact and a new screen for entering the contact will open.

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Fill in the contact (or company) details and select group.

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When you are done, click Save to go back or Save and Continue to add another contact.

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Filter your contacts by company or group.

 

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NEED SETUP ASSISTANCE?

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Click the link below to schedule a free live video appointment where we will show you how to setup and customize the KNX TOOL for your current projects.

 

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