Contact management

You can save companies and contacts to speed up the process of creating new contracts. If you select a contact when creating a contract, the data stored for this contact is automatically entered in the correct fields.

When creating a contract, you can save the contact you have entered or use the following functions on the Contact tab:

• New contact list
• New company
• New contact

Create overview of contacts

To get an overview of your contacts, use the Create overview of contacts function. The overview of contacts is filed as a PDF document at the selected position.

Create contact label

When you select a contact from your contact list, the Contact tab opens containing the Create contact label function.

This function creates a contact label that is stored in the contact's folder.

The label contains information on the contact as well as a QR code. If you print the label using a label printer and store it in a physical folder, you can scan the QR code with a mobile end device to go straight to the digital folder.

If you want to use the Print document function in the ELO Java Client, you will have to set the label printer as the default printer in Windows.

You can also select the label printer as the default printer for faxes in the ELO Java Client configuration and print using the Fax document function.