People
Creating a new person
Last Updated: October 4, 2024General information Full name*: The complete name of the person. ID: If the person has a unique identification number, you can enter it here. Position/Title: Enter the position or title of the person, for example CFO. Active: Select if the person is active or not, for example if he or she is still with the company or not. Responsible...
Connecting a person to a user account
Last Updated: October 7, 2024It is best to connect each person’s record to a user account. To-dos can be assigned to a person only if a user account has been linked to him. Contractpedia will automatically create to-dos for contracts that are due to expire only if the responsible person for the contract is connected to an existing user...
Creating a person on other pages
Last Updated: October 7, 2024You can also create a new person when creating or editing other records in Contractpedia, Companies, Contracts, Assets, To-dos and Alerts. Here is how to do that: Creating a person when creating/editing a company 1. Click on Responsible person and then Add new. 2. Enter the Name of the person. 3. Choose a User account from the drop-down list to connect this person...