Create person (customer or contact person) via contract

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Individuals are contacts in Yuki at companies, customers, private individuals, users in Yuki or employee and may or may not be in the personal address book.

Create individual

To create a customer, follow these steps:

• in an opened contract, click in the Contact field
• select + Create new from the dropdown menu
• in the now-opened screen, click on the Individual button to add a new contact of type ‘Individual’.
  
  TIP!
  A newly created contact person will be linked directly to the company for whom the sales invoice is intended.
  
  

Enter contact details

The individual's contact details must be recorded and, if necessary, supplemented or changed later.

Picture

To add the individual's pitcure, click in the 'Picture' field and then select the file containing the picture.

Name (required)

Company

Address:

• Street
• Postal code
• City
• Country (required).
  
  TIP!
  If the country of the individual you want to create is not available add the country by clicking on 'Settings' in the navigation bar and then click on 'Countries' in the 'Financial' section. Now add the country as an active country.
  
  

Default values:

• Default invoice layout
• Default price list
• Sending method:
  • Email
  • Postal
  • Peppol.

Phone and email:

• Phone (work)
• Email (work)
• Website.
  
  

Record data not directly related to address

Click on the More fields button to record non-address-related data for this individual.

Then select one or more of the fields described below that you want to add to this individual. 

Postal address

When creating a sales invoice, this address (street, zip code and city), if entered, will be used.

Additional address

It is possible to record an additional address (street, zip code, city and country) with the individual.

Heading

For a contact in Yuki, this field allows you to enter a salutation for use in sales invoices sent from Yuki. By default, ‘Dear Sir/Madam’ is used.

Printer label

In this field you enter the name as it should be printed on the label.

Gender

Please select the appropriate gender here.

Function

Enter the individual's position within a company here.

Project

Select the project to which this individual should be associated here. A project contains various items such as tasks, appointments, contacts, documents and e-mail that belong to a subject or a file.

Tags

A ‘tag’ that can be attached to the contact, making it easy to find them in Yuki. A tag can also be used to create a mailing list.

Comments

All other important data about the individual can be recorded in this field.

After you have entered all of the individual's details, click on the Save button, which saves the individual as a contact in Yuki's address book.