Adding a contact

A contact can be created from all relevant screens: from a customer, a site, a project, and so on. However, it must be attached to an item in Akuiteo.

This screen can be accessed from:

  • a project, where the creation of a contact is limited to the strict minimum,
  • a customer record sheet, where you can set up the details of a contact.

To create a contact, follow the process below then save:

1 Click on the General tab. Note that the link between a customer / prospect and the new contact already exists.
2 Enter the contact's identity in the Identity section.
3 In the Recipient of section, select the objects of which the contact is the recipient and choose if they are a recipient for all sites or not:
Field Description
Invoice Sales If the box is checked, the contact receives only invoices from sites to which they are linked.
Invoices for all sites If the box is checked, the contact receives invoices from all sites of the company when sending invoices, whatever the sites to which the contact is linked.
Dunning If the box is checked, the contact only receives dunning emails related to sites to which they are linked.
Dunning for all sites If Dunning for all sites is checked, the contact receives dunning emails related to all sites of the company when sending dunning emails, whatever the sites to which the contact is linked.
4 Enter the information about the contact's function within the company.
5 Enter the contact's tracking information:
  • Last tracking on: the date when the contact was last tracked
  • Last tracking: click to automatically enter today's date in the Last tracking on field
6 Enter the contact details at the prospect's or customer's:
  • phone numbers, fax, email
  • Phone: the phone number to use
  • contact's Function
  • Site exit date: the date when the contact stops working for the company
7 In the Aspects specific to the Customer, select the type of person for the prospect or customer by checking corresponding boxes. This information will be displayed in the General tab of the customer record sheet. Check Do not display on CRM so that the contact will not be available from the CRM module of the Web Portal.
8 Save.

A link to the contact's profiles on professional social media is automatically created.

You can then:

  • Indicate that the contact is no longer a sales contact, by clicking on Edit > Declare the contact as lost.
  • Link the contact to another customer, supplier or third-party, by clicking on from the left panel.
  • Associate a sales contact with a customer and a customer site.
  • Associate a contact with a target, by right-clicking on the target's name in the tree structure on the left, then on .
  • Standardize the last names, first names and functions of a contact, from a contacts list.

When you right-click on a selection of contacts from a search result, you can:

  • Standardize the last names, first names and functions of a contact to better organize your database.
  • Quickly create extranet users or external employees.
  • Associate contacts with events.