I can add contacts

This tutorial explains the process of adding a new contact in Jules.

Adding a Contact from the Suppliers and Customers Section

Step 1: Navigate to the Suppliers and Customers section and select Contacts.



Step 2: In this section, find options to edit or delete existing contacts. To add a new contact, select Add a new contact.



Step 3: Choose the type of contact. Options include a Company Site, Forwarder, or Shipping Line.



Step 4: Choose the name of the company to which you want to link the contact.

Step 5: If necessary, add more associated companies for the same contract.

Step 6: Choose the name of the associated company.



Step 7: Specify the position of the person and the type of emails they should receive.



Step 8: Input the contact's name and email address. The email field is mandatory. Optionally, add a phone number and fax.

Step 9: Select Save to create the new contact in the system.

Adding a Contact from External mailbox

Step 1: Access the external mailbox.

Step 2: Input the contact information and select Add to create a new contact.

Updated on: 17/09/2024