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<< back to knowledge base Adding a correspondence address Adding a stamp/signature Adding a contact to a company Adding departments of organization Adding logo Adding insurances Adding your own groups (available in the contact form) Changing assigned organization/department to person Excluding contact from suggestions Setting approvals (client, subcontractor, is blacklisted) Setting trade credit

contacts

Adding a new client to the system

  1. Select contacts from the menu.
  2. Click the + icon (ADD NEW) to the left above the table.
  3. Select the type of contact you want to add - person or organization.
  4. Fill out the form and add data that will be on the documents, e.g. name and address (required fields are marked with an asterisk).
  5. Click the save button.

Auto download data from GUS is available only if in the field 'taxation country' is 'PL' and 'tax id type' is 'NIP'.

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Omilink Sp. z o.o. | ul. Szafera 3, 80-299 Gdańsk | ©2022. All rights reserved
Sąd Rejonowy Gdańsk-Północ w Gdańsku, VII Wydział Gospodarczy Krajowego Rejestru Sądowego
NIP: 5842816354 KRS: 0000965108 REGON: 521688415 | Kapitał zakładowy: 5 000,00 zł
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