ProductContacts
Overview
User guide for Overview in the Numezis company portal.
Overview
Contacts and organizations shared across sales, purchases, and CRM.
Where in the app
/c/companies/:companyId/contacts
Step-by-step
- Open Contacts. (UAT-C-CONTACT-MGT-001)
- Create person or organization records. (UAT-C-CONTACT-ADDR-001)
- Link addresses and owner relationships. (UAT-C-CONTACT-ADDR-001)
- Use contacts on invoices, bills, and opportunities. (UAT-C-CONTACT-ADDR-001)
Permissions and modules
Contacts module (foundation).
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
contacts.management | Create, View, Edit, and Search Contacts | contacts | optional | Create, View, Edit, and Search Contacts | medium | UAT-C-CONTACT-MGT-001 |
contacts.owner-address-links | Manage Owner Address Links | contacts | optional | Manage Owner Address Links | medium | UAT-C-CONTACT-ADDR-001 |