1. CRM - select Partners
Click on the sub-menu "Partners"
2. Partners list - select adding a new Partner
Click on the icon (+) to add a new customer.
3. Enter partner data
Add Partner data
1. OIB
2. Customer name
3. Address, ZIP Code, and city
4. Indicate whether the supplier/customer is from abroad
5. Add a Contact - person/phone number/e-mail address
once you complete the entries, click on "Add"
4. Add an activity or reminder connected to a partner
Click on ''Add activity'' or ''Add reminder'' if the reminder should be added for later.
5. Enter the activity/reminder details
1. Select the type of activity and date
2. Select the contact (if it was added previously)
2.a - if the entry is related to a document in MetaKocka, i.e. offer, select it by clicking on (+) Document
3. Enter activity details
4. If someone else should be notified about the entry, select it by clicking on (+) notifications. Attachments can also be added - i.e. external photos, sent plans,...
to add a reminder, first, select "Add reminder"
4. Enter the date and time of a reminder
5. Select an activity that should be performed
6. Select who needs to complete the activity. If a colleague is selected, they will receive the corresponding notification.
Save changes.