Data on customers and customer contacts is required in all other functions, for example for presenting candidates, archiving documents and creating invoices. It is therefore master data that must be kept continuously up to date.
Auch unsere Geschäftspartner werden bei der Erfassung kategorisiert, um je nach Kategorie unterschiedliche Validierungs-Kriterien bei der Eingabe benutzen und Selektions-Menues so klein wie möglich halten zu können. Bei unseren Kunden benötigen wir beispielsweise Informationen, die in die Kunden-Profile einfließen. Bei externen Leistungserbringern, Banken etc. benötigen wir diese Informationen nicht.
As soon as the most important data of a business partner are recorded, you can enter the locations / addresses of the branches and subsidiaries. can be entered. This data is required, among other things, for the creation of invoices.
The locations / addresses are again required to record the contact data. We do not record any business address data for the contacts and assign each contact its location instead. When moving a location, you only have to enter the new address once (at the location), all contacts will automatically have the new automatically have the new address.
You can assign business partner contacts to specific groups (e.g. the "HR Manager" group or the "Sales Manager" group). Then you can create text modules for a specific group. With a single click, you can then send these text modules to the members of this group. the members of this group with a single click. This allows you to inform all members of a group very effectively and with minimal effort with mailings tailored to the group.