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