Virtual documents (Contacts | Addresses)

Virtual documents can be linked to contacts or addresses for later filtering directly from Contact Management.

To which customer do you have which documents?

Just go to the contact management and select the contact to see all the documents associated with the contact.

Furthermore, individual comments can be deposited to each linked document. In conjunction with the OutlookLiveConnect even existing Outlook contacts can be linked.


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Connect documents with contact (Subfunction 1 from 1)

You can easily connect your existing virtual documents with contacts, while this link is clearly displayed in the contact management.

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