How do I create and edit contacts?
You can save and manage all important business partner, supplier, or employee information as contacts in your system.
1. ➕ Create a new contact
- Open the Console: Sign in to the Kassenheld Console.
- Open contacts: In the menu, navigate to the "Contacts" tab.
- Add a contact: Click the plus icon (+) or the "Add new contact" button.
- Enter details: Enter all relevant information (name, contact details, and notes if applicable).
- Save: Complete the entry by clicking "Save" in the top right corner.
2. ✏️ Edit contact details
If details change or you would like to add information:
- In the "Contacts" tab, select the contact whose details you want to update.
- Click the "Edit" button.
- Make the required changes (e.g. a new phone number or updated address).
- Click "Save" again to save the updated details.