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.

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

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

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.]

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

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

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

Filter your contacts by company or group.

 

NEED SETUP ASSISTANCE?

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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