Assign contacts to an object

Contacts can be assigned to multiple objects. That way the right people and companies appear automatically in the protocol.

Assign a contact

  1. Open Objects and select the object
  2. In People and companies, pick an existing contact or create a new one

To create a new contact, see Create and edit contacts.

In the protocol

Once a contact is linked to an object, they appear in the protocol with the data allowed by the visibility settings (address, email, phone). The role can be adjusted in the protocol.

Manage a contact on the object

Open an assigned contact on the object — the menu offers:

  • Edit — change contact details
  • Remove contact — unlink from the object; the contact stays in your contact list and is not deleted
  • Open contact — detail view in read mode
  • Participant — turn participant on or off

Participant and signature

If the contact is marked as a participant on the object, the signature option is available in the protocol. Company-only contacts cannot be participants — they are for correspondence only. For roles, visibility, and company contacts, see Create and edit contacts.

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