This unit will guide you through the process of adding and managing contacts within SapphireOne. Proper contact management is essential for maintaining accurate and up-to-date information. The steps are as follows:
- Navigate to Workbook > General > Contacts.
- Fill in the necessary fields such as Name, Address, Phone Number and Email.
- Select the appropriate contact class from the dropdown menu.
- Click the Save button to store the contact information.
For more detailed information, refer to the Workbook > General > Contacts article.