How to split
How to properly separate contractors and contacts?
One counterparty (be it an individual or a legal entity) can have many contact persons (a person as a contact person).
The same contact person can be a contact for different business partners.
It may be worth adding "individual", "individual entrepreneur", "legal entity" in the type of contacts. But then what to do with "man" and "woman"?
FL, IP and YL are not contacts as such, but the system will have their personal data (details, passport, etc.), while contacts do not have this.
Who decided this issue?
Original question is available on version: ru
One counterparty (be it an individual or a legal entity) can have many contact persons (a person as a contact person).
The same contact person can be a contact for different business partners.
It may be worth adding "individual", "individual entrepreneur", "legal entity" in the type of contacts. But then what to do with "man" and "woman"?
FL, IP and YL are not contacts as such, but the system will have their personal data (details, passport, etc.), while contacts do not have this.
Who decided this issue?
Answers:
Better use standard types, that is, counterparties are a company type, everything else is contacts, and linking contacts to companies
12.09.2020, 04:17
Original comment available on version: ru
But what if one contact works in two different companies? How to write it down?
12.09.2020, 07:10
Original comment available on version: ru
The system has a division of contacts into Companies and Individuals. We use only the Company type, man, woman - we don't use it. In the Individual contact (this is without the Company type), you can add several Companies in which this person works (click on the pencil to the right of the company and add new ones). You can also add several employees to the Company contact.
12.09.2020, 09:23
Original comment available on version: ru
We have a problem:
We removed the woman type.
The man was renamed as an individual.
A company into a legal entity.
And now in the contact card, the search for the company does not return anything. How to fix it?
We removed the woman type.
The man was renamed as an individual.
A company into a legal entity.
And now in the contact card, the search for the company does not return anything. How to fix it?
14.09.2020, 10:13
Original comment available on version: ru
And if one contact is in different companies in different positions, how is it correct to record this in the system?
14.09.2020, 15:45
Original comment available on version: ru
Add the ability to copy the contact interface from "company", "men", "women" and "default card" - so that there is a connection between these settings.
14.09.2020, 15:57
Original comment available on version: ru
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