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Create a contact

Goal​

To add a new B2B contact in the backoffice and associate them with a company, capturing personal information and commercial settings for effective business relationship management.

Step 1: Navigate to Contacts​

  1. From the backoffice menu, select User Management > Users > Contacts (B2B).
  2. The contacts list displays:
  • Name
  • Email
  • Company
  • Phone

Contact c1

Step 2: Select Company for Contact​

  1. Click New Contact button in the top right.
  2. A company selection popup appears.
  3. Search for and select the company this contact belongs to.

Contact c2

  1. After selecting a company, the new contact form opens.

Contact c3

Step 3: Enter Contact Information​

In the General section, complete:

Personal Details​

  • Gender: Select F (Female), M (Male), or U (Unknown)
  • First Name: Contact's first name
  • Middle Name: Middle name if applicable
  • Last Name: Contact's last name
  • Date of Birth: Select from date picker

Contact Information​

  • Email: Business email address
  • Phone: Office phone number
  • Mobile: Mobile phone number
  • Language: Preferred communication language

System Fields​

  • Path: Auto-generated based on hierarchy
  • Slug: Auto-created from name (editable)

Step 4: Review Company Assignment​

In the Company section:

  • The selected company is automatically linked
  • To change companies, click the company field
  • One contact can belong to multiple companies if needed

Contact c4

Step 5: Configure Additional Settings​

Navigate through tabs to set:

  • Favorite Lists: Assign product lists for quick ordering
  • Pricesheets: Link contact-specific pricing
  • Order Lists: Apply ordering permissions
  • Attributes: Add custom fields as configured in your system

Step 6: Save the Contact​

  1. Click Save at the bottom of the form.

Contact c5

  1. A confirmation message appears.
  2. The new contact now appears in the contacts list.

Contact c6

Next Steps​

  • Create a user login for the contact if needed
  • Add the contact to additional companies if applicable
  • Configure specific commercial settings
  • Set up ordering permissions via order lists