Contacts
/visma-net-erp/help/common-settings/contacts
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# Contacts
Create a new contact
/visma-net-erp/help/common-settings/contacts/create-a-new-contact
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# Create a new contact
1. Go to [Contacts (CR302000)](/visma-net-erp/help/common-settings/common-settings-windows/contacts-cr302000/).
If the fields in this window are empty, enter the **Last name** on the **Details** tab.
If the fields are not empty, click  to renew the fields, then enter the **Last name** on the **Details** tab.
1. **Optional:** Enter the remaining general information in the top part of the window. Visma Net automatically adds the **Contact ID** when you save.
1. On the tabs, add the information you think is necessary. Start with the **Details** tab, and then continue with the remaining tabs.
The fields marked with \* are mandatory.
1. Click .
Related pages
Tasks
Change a contact
/visma-net-erp/help/common-settings/contacts/change-a-contact
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# Change a contact
1. Go to [Contacts (CR302000)](/visma-net-erp/help/common-settings/common-settings-windows/contacts-cr302000/).
1. In the **Contact ID** field, click  to select the contact you want to make changes to.
1. Make your changes.
1. Click .
Connect a contact to a company
/visma-net-erp/help/common-settings/contacts/connect-a-contact-to-a-company
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# Connect a contact to a company
1. Go to [Contacts (CR302000)](/visma-net-erp/help/common-settings/common-settings-windows/contacts-cr302000/).
1. In the **Contact ID** field, click  to select your contact.
1. In the **Parent account** field on the **Details** tab, click  to select your parent account.
1. Click .
Related pages
Tasks
Copy one contact to several customers or suppliers
/visma-net-erp/help/common-settings/contacts/copy-one-contact-to-several-customers-or-suppliers
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# Copy one contact to several customers or suppliers
1. Go to the [Contacts (CR302000)](/visma-net-erp/help/common-settings/common-settings-windows/contacts-cr302000/) window.
1. Next to the **Contact ID** field, click  next to select the contact you want to copy to several customers or suppliers.
1. Click the arrow  and from the drop-down list, select **Copy**.
1. Click .
1. Click the arrow  and from the drop-down list, select **Paste**.
1. In the **Customer/supplier no.** field, click  to select the customer or supplier you want to connect to the contact.
1. Click . If you want to add more customers or suppliers to the same contact, repeat the procedure.
Related pages
Tasks
Delete customer contact
/visma-net-erp/help/common-settings/contacts/delete-customer-contact
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# Delete customer contact
1. Go to [Contacts (CR302000)](/visma-net-erp/help/common-settings/common-settings-windows/contacts-cr302000/).
1. In the **Contact ID** field, click  to select the contact you want to delete.
1. Click .
1. Click **OK** to confirm that you want to delete the current contact.
Related pages
Tasks