Persons external/en
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External are persons that are not employed in your organisation (subcontractor, private entrepreneur), but with whom you have contracts of cooperation on individual projects. Within the limits of user rights which you will assign to them, they can perform tasks and activities for your organization.
Steps to follow for an external person entry:
- enter basic data about a person (organization: external subcontractor, private entrepreneur, etc.) and fill in the tabs as with co-workers.
How do you change person from contact to external?
- Find a person and open form to edit
- click ADD at "CONTACT INFORMATION"
- from list of organizations choose your organisation
- if necessary fill in other fields
- save entry.
A person can be connected with various organizations.
If you want the external person to have access to 4PM, assign him user rights.
