Manage contacts and their document roles

A contact is a person linked to a company. Their Release, Return and Invoice roles decide who receives the documents sent from Krak Stack.

Krak StackFig. 1

Steps

1. Open the Contacts menu (Business group) and click New contact. You can also use the Contacts tab of a company record.
2. General Information section: First Name, Last Name, Job Title and Company.
3. Contact Information section: Email, Phone and Mobile.
4. Document Contacts & Notes section: tick Release, Return and/or Invoice depending on what the person should receive.
5. Click Create.

Good to know

• First Name, Last Name and Company are required.
• Two active contacts of the same company cannot share the same email.
• Phone and Mobile accept several numbers separated by "/".
• Sending a document by email: recipients are pre-selected among the company's contacts holding the matching role (Release for a release, Return for a return, Invoice for an invoice or a credit note). You can pick others, add addresses in CC and BCC, or create a contact on the fly: it then gets that document's role.
• Invoices and reminders: they only go to the Invoice contacts of the invoiced company, never to those of another company. The same email present twice is used once.
• Roles can also be set from the company record, Document Contacts & Notes section, with the Release, Return and Invoice lists.
• Deleting a contact first removes it from the Release, Return and Invoice lists; the confirmation window shows which documents it was assigned to.

Frequently asked questions

See also

• Create a company
• Company types
• Depots, depot stays and free days