On the Contact person positions page you manage the positions you can assign to the contact persons of your partners (for example managing director, accountant, buyer). You can enter the name of the position in every language and mark which one is the default.
Click Main menu / Settings / System settings / Contact person positions. At the top you see the New, Open and Delete buttons, below them the list with the columns ID, Name and Default. Click a row to select the position. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. In the window that opens, choose Yes or No in the Default field, then enter the name of the position in every language (at least 2 characters). Click Save to store the position and Close to close the window.
Select the row and click Delete. Before deleting, check whether any contact person still has this position.
Choose the position that occurs most often among your contact persons as the default, so that you will have to change it less often.
The fields of the contact person position form.
| Field | Required | Description |
|---|---|---|
| Default | A Yes or No value showing whether this is the default position. | |
| Name (per language) | The name of the position in that language, at least 2 characters. |
The name must be entered in every language with at least 2 characters. Check that none of the language fields has been left empty.
Yes shows that this is the default position; No shows that it is not. The Default column in the list shows the current setting.
You can delete the selected position with the Delete button. Before deleting, check whether any contact person still has it.
Yes, select the row, click Open, change the name and save.
The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.
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