Objectives
- Link a contactan existing person/ matter related / contract to the contactperson
Steps
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The Person tab is
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utilized to monitor individuals associated with a specific person.
To establish a connection with a person, you can easily search for their name and then click on the "Add Relation" button.
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Contacts related to the Contact are present with their information in the Contacts module.
To relate the contact, you can simply write the contact name and then press on Add Relation Button.
Related Matters tab is used to store matters related to the contactperson.
To relate the matter, you can simply write the matter name and then press on the Add relation Relation button.
To the right, we have the Export button option, which allows you to export all the matters related to the person to Excel.
Contracts & Documents tab is used to keep track of contracts related to the contact.a Person.
To relate the contract, you can simply search for the contract name and then press on the Add Relation Button.
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