Contacts: quick creation

When you are creating a quotation, an invoice or any other document, the creation screen displays a list of contacts for whom you have created the same type of document within the last year, as well as two additional options:

• <choisir un contact> : which allows you to select from the list of contacts
• <création rapide> : which allows you to quickly create a contact if they are not already in the main list.

It is this second option that this quick creation screen is designed for, and it is very easy to use.

When you open the screen, your cursor is positioned in the ‘Name’ field.

Each time you type a letter, the names already stored in your database are displayed in the table just below. If the contact is already in the database, simply double-click in the table to select them.

If you move to the ‘First name’ field – for example, using the ‘Tab’ key – and the ‘Surname’ field contains a surname that is not already in the database, the table disappears, and you can then fill in the other fields (Company, address, postcode and town).

If you tick the box ‘Also create the company’, a company record will be created at the same time as the contact is created.

The ‘Business/Private’ button is set by default according to the value you specified in the general settings

The small eraser icon allows you to return to the initial state, with the table displayed.

Other “Contacts” articles