All about the meaning of Contacts should be read in a chapter Contacts Management, the usage of Contacts is written below on this page.

If Contacts and Accounts are entered manually, our advice is, first enter Accounts and then Contacts into Produs IO. In this way a new Contact should be linked up with Account easily. The way of entering Accounts manually should be read in a chapter Accounts.

For importing Contacts user do not need to enter Accounts previously.

Click New Contact on entry section to enter a new Contact. A new page opens (see page below).

The data of Contact should be entered. If there is more users entering the data, our advise is to agree and define entry standards. In this way all the entered data are uniform. Redundant fields that you do not need can be left empty or just give us a call and we will remove them.

There is no need for most of the fields to be explained in details, for example:

• Surname

Surname is compulsory datum on shown form. If this field is not filled up, the entry can not be saved.

• name of Account:

Select an Account Iz seznama izberite stranko pri kateri je kontaktna oseba zaposlena ali je njen lastnik. Seznam strank dobite, če kliknete na rumeno mapo ob polju naziv stranke. Odprlo se vam bo novo okno z že obstoječimi podatki shranjenimi v Produs IO. Po opravljeni izbiri se bo okno samodejno zaprlo.

• Zadolžen:

V polju zadolžen lahko iz seznama uporabnikov izberite skrbnika kontaktne osebe. Sistem privzeto označi za skrbnika tistega, ki zapis vnese.

• Refused e-mail:

Kontaktne osebe, ki imajo označeno to možnost ne bodo prejemali e-poštnih sporočil poslanih iz Produs IO.

• Superior:

Here a superior can be selected from a Contact list. Click on yellow folder by the field to open a Contact list. A new window with existant and saved data is opened. A window is automatically closed after selection is done.

• Assistant:

Here an Assistant can be entered. V tem primeru ni potrebno, da je bila oseba že prej vnešena med kontakti.

Click Save, to save a record.

Whenever a list of Contacts can be imported on one's own computer. Contacts can also be exported from one's own computer. More about import and export Contacts can be read from manual in a chapter Importing and Exporting Data. Tam se nahajajo tudi podrobna navodila.