Im 1Tool you have the option of creating a contact person for each contact. A contact person of a company could be a specific department. The contact person of a department could be a specific person (e.g. department head, assistant, etc.). To first determine a contact person, create a new contact as usual (you will be shown how to do this here explained in more detail). In the “Main contact” your appropriate contact person.
So that you do not always have to define the contact type (e.g. company, department, etc.) when creating a contact person, you can define a fixed contact type for your contact person under the settings (You can find out how to create contact types in general here).
As soon as you select a new contact person, the contact type that is stored as the contact person for the main contact is stored for this.
For example: You want contact persons of a company to always be departments. Make this setting first Administration – Contacts – Contact types .
All created contact types will now appear here. Now select the corresponding type for which you want to specify the contact type. In our example, this is the contact type “Company“. Click on the blue edit icon to be able to make the settings.
Now go to the tab “Contact options“; Select under the item “Contact person Contact type” in the drop-down menu, select the contact type for your contact person. In our example, this would be the type department. Finally, save your settings.
