How do you create a contact person in Easyflor?

What is a contact person?

A contact person is someone at a customer (debtor) to whom you can send emails. This can be the buyer, the financial employee, or the owner of the company.

Why do you need contact persons?

• You cannot send emails to customers without a contact person
• Each customer needs at least one contact person
• You can create multiple contact persons per customer
• Webshop accounts are created per contact person, not per customer
• You can set which emails each contact person receives

How do you create a contact person?

Step 1: Go to the debtor

1. Click on "Organization"
2. Click on "General"
3. Click on "Debtors"
4. Select the customer for whom you want to create a contact person

Step 2: Create a new contact person

1. Click on "Contact"
2. Click on "Contact persons"
3. Click on "+New"

Step 3: Fill in the details

Required field:

• Surname: This is the only field you MUST fill in
  • Don't have a specific person? Enter for example "General" or "Financial administration"

Optional fields:

• First name
• Email address (important for sending emails!)
• Phone number

Step 4: Set what this contact person may receive

Scroll down in the menu to "Default for".

Options:

• Order confirmation: This person receives order confirmations
• Invoice: This person receives invoices
• Order confirmation AND Invoice: This person receives both
• Check nothing: This person receives no automatic emails

Step 5: Save

Click "Save" to create the contact person.

Summary: Quick checklist

For each contact person:

• Surname filled in (required)
• Email address added (if you want to send emails)
• "Default for" set (order confirmation, invoice, or both)
• Contact person saved

Remember:

• Each debtor needs at least 1 contact person
• You can create multiple contact persons per debtor
• Webshop accounts are per contact person, not per debtor