In this field you link contact persons at an address with all information necessary for your communication and you can identify a main contact person. In this way you keep track of the contacts involved in ongoing projects.

Creating a new contact person

Use the main menu in order to enter sub-menu "General". Then select the entry "Contact Person" and activate the -button. A new contact person has been created.

Section "Summary"

Gender: Assign a new contact person a gender remark by using the selection buttons (note that the pre-selection is „male“!).
Form of address: Enter the desired form of address fort he contact person in this field. For example: Use „Frau“ or „Herr“ for a German-speaking contact person and „Ms“ or „Mr“ for an English-speaking one.
Title: You can note down a contact persons academic title by using the drop-down list. If the specific title is missing from the list, insert the title into the input line. The title can then be selected from the drop-down list.
Function: If the function of the contact person within the associated company is known, select it from the list. If it is not yet available in the list, insert the function name via the input line. It can then be selected from the drop-down list.
Comments: Use the comment field for adding important additional information.

Section "Business"

Address: Type in the first letters of the address name and facilitate the selection process. If no address can be found, create it first. The procedure is described in the article " Address Data Management" .
Main Contact Person: You can flag the main contact person of an address by ticking off the according checkbox. It is possible to depict several people as a main contact person of a company (address).
E-Mail: Enter the business e-mail address of the contact person here.
Phone: Add the business landline number. If you don’t know the direct incoming selection, use the telephone number of the headquarters if necessary.
Mobile: Enter the business mobile phone number here.
Fax: Add the business fax number. If the fax number of the contact person is unknown, maybe use the fax number of the headquarters.
Internal Mail Code: If available, enter the internal mail code in this field.

Section "Private"

Address: Select the home address using the search suggestions or enter the address by using the keyboard.
E-Mail: Enter the private e-mail address of the contact person here.
Phone: You can add a private landline number here.
Mobile: Enter the private mobile phone number here.

Make sure that the telephone numbers are written in a uniform manner. For the sake of clarity, the country code (e.g. "+49" for Germany), the area code (e.g. "030" for Berlin) and the telephone number should be separated by a space or a hyphen. If your telephone system supports automatic number dialling, find out which special characters can be integrated without problems.

Section "Image"

In order to upload a photo, press the -button. The image will be visible in the contact search. Delete a saved picture by using the -button.

If you have not uploaded a photo, a predefined image will be used for the search. For more information on configuring default images, see the article "Search".

Save data

Once you have entered all available information, save the new contact person via the -button. Afterwards the new contact person can be found in the entire Innosoft system.

Search for contact person

In order to find a contact person in the Innosoft system, select the link under „Contact person“ in the section „General“. You can find some general guidance on how to use the search functions in the article "Search for Objects".

Passive or deactivated contact persons are highlighted in colour in the search results list.

Deactivate a contact person

If a contact person is temporarily unavailable and should therefore temporarily be displayed as inactive, open the dataset by using the search function. Select the option and activate the checkbox next to „Inactive“. Save this change by clicking on the green „Save“ hook . The contact person can be reactivated at any time.

Delete a contact person

If the information of a contact person has to be permanently removed, first call up the corresponding contact person via the search function and click on the -button. Select confirm your choice by pressing the -button.

Use of contact person data

Once the record is created, you can use the new contact person in a project. For further information on this topic see the article "Allocation of Contact Persons to a Project". You can also assign one or more tickets to the new contact person. An introduction to ticket creation can be found in the article "First Steps with Tickets".