47 lines
1.9 KiB
Markdown
47 lines
1.9 KiB
Markdown
# Contact and Address
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Contacts do not need to be linked to another document, they can be stand alone. You can even create a contact with only a first name, not linked to any other document or party (Customer/Supplier).
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The Contact_ID is automatically created:
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1. If only a First Name is entered that First Name defines the ID , thus First name (only)
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2. If a First Name and a Party is linked the ID becomes “FirstName-Party”
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Contacts can, but do not have to be linked, to: User, Customer, Supplier, and Sales Partner. Since Customers and Addresses are not directly linked to a User, all links go via Contacts.
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A Contact can be linked to the (web) user. If that user is also a Customer, it is linked to the Customer by the Customer ID
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Contacts and Addresses in ERPNext are stored separately so that you can
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attach multiple Contacts or Addresses to Customers and Suppliers.
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To create a new Contact go to,
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> CRM > Contact > New
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<img class="screenshot" alt="Contact" src="{{docs_base_url}}/assets/img/crm/contact.png">
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Or you can add a Contact or Address directly from the Customer record, click on “New
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Contact” or “New Address”.
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<img class="screenshot" alt="Contact" src="{{docs_base_url}}/assets/img/crm/contact-from-cust.png">
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> Tip: When you select a Customer in any transaction, one Contact and Address
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gets pre-selected. This is the “Default Contact or Address”.
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To Import multiple Contacts and Addresses from a spreadsheet, use the Data
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Import Tool.
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---
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### Address Titles
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The Address Title (Name of person or organization that this address belongs to) is a free format unlinked field. The ID is automatically created from the Address Title and Address Type. (AddressTitle-AddressType).
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### Address Linking
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Addresses can be entered individually (unlinked) or linked to customers, leads, suppliers or Sales Partners.
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Linking is done in the reference section where the links can be established.
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(Contributed by Robert Becht)
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