Address book

The purpose of this document is to document the user workflow for working with contacts, customers, vendors, bank accounts, and subareas around the BC address book.

The basic unit of the BC address book is a contact, from which you can create a customer, vendor, bank, and employee.

For example, when a contact card is transferred to a customer card, the customer's name becomes the contact person or contact company. The contact card remains, and the data on both cards will be synchronized in the future if they are linked.

If some of your contacts are also customers, vendors, or bank accounts, you can synchronize the contact information with the related customer, vendor, or bank account.

Main components: 

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• Contact

  • It contains general data about all subjects stored in the OC.

  • You can create a contact as a Company type, for example, if it is not an individual person, but an entity such as a customer, vendor, or bank. You can also create a contact as a Person type. The functionality is more or less the same for both types, and both can change depending on the development of the relationship.

  • It can be created in the following ways:

    • Use the "Create Partner Wizard" from the main Hub role page

    • From the contact list using the "Create Partner Wizard" button

• Customer

  • Contains customer information

  • It can be created in the following ways:

    • Using the "Create Partner Wizard", when the option to create a customer is checked

    • If a contact has already been created, then use the "Create as" function from that contact

    • From the customer overview using the "New" button

• Supplier

  • Contains vendor information

  • It can be created in the following ways:

    • By using the "Create Partner Wizard" option, when the option to create a supplier is checked

    • If a contact has already been created, then use the "Create as" function from that contact

    • From the list of suppliers using the "New" button

• Bank

  • Contains bank account information

  • It can be created in the following ways:

    • If a contact has already been created, then use the "Create as" function from that contact

    • From the list of banks using the "New" button

• Employee

  • You can also create an employee from a contact. The employee is created in the Employees table and is registered as an employee of the company under which the contact is created.

  • It can be created in the following ways:

    • If a contact has already been created, then use the "Create as" function from that contact

    • From the employee overview using the "New" button

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