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People

Under People you maintain and find contacts / contact persons – e.g. on the customer side or internal contacts linked to Cases.

Open People​

Click People in the navigation or use global search.

People list page

Create a contact​

  1. Click + New at the top right and choose New Contact.
  2. Fill in the master data (name, contact details, company, …).
  3. Save with Save.

Add contact dialog

Contact dashboard​

In the dashboard you see master data and can store contributions / files for the contact. Via links you jump to linked companies and Cases.