What can you do if you select a relationship for an order or quote and the contact details are not correctly transferred?

In various modules, it is possible to adjust the contact information as set in the relationship. In this article, we explain how you can do that.

Customer Relationship Management goes beyond managing your relation data. With MKG you can easily get more out of your data. For example, create tasks for yourself or for colleagues. And CRM is not only available at your workplace, via the MKG App you have access to your relation data anytime, anywhere. Would you like to see what options MKG offers for your CRM? Watch the MKG Webinar 'Discover the Versatility of CRM within MKG' here.

To create a sales order, your contact must be a debtor in MKG. In the Debtors table, you manage the financial details of your customers. This guide explains how to create a new debtor from this table in MKG.

The relationship forms the basis for all your quotes and orders that you record in MKG. This guide will help you create a relationship quickly and easily in a few steps.

You can supplement a created relationship with address details. Typically, these will be the visiting address and the mailing address. This guide explains how to add addresses to the relationship in MKG.

You can complement a created relationship with contacts. The functions of these individuals partly determine the role they play in your processes. This guide explains how to add contacts to a relationship in MKG.

If you send many quotes, order confirmations, delivery notes, or invoices, you do not want to create or select a contact person each time. This guide shows you how to assign a default contact person to each of your sales-related process documents in MKG.

If you send many quotations, order confirmations, delivery notes, or invoices, you do not want to create or select a new address each time. This guide shows you how to assign a default address to each of your sales-related process documents in MKG.

Your relation does not have to be a debtor in MKG to create a sales quote. You can go directly to the Sales Quotations module, but you can also create a quotation from within the relation itself. In this article you can read how to create a sales quotation from within the relation in MKG.

Within the Relationships module, you manage all your relationships along with associated addresses and contacts. When creating a relationship, we do not yet refer to a customer or supplier, as a relationship can be both. The basic data of such a relationship only needs to be recorded once.

This article describes the administration settings on the 'CRM' tab. On this tab you will find the settings for 'Addresses', 'Contact roles' and 'Document management'.

If you send many quotes, order confirmations, packing slips, or invoices, you don't want to create or select an address every time. This article shows how you can assign a standard address to each of your sales-related process documents in MKG.

You can add address details to a created relation. Typically, these will be the visiting address and the mailing address. This article explains how to add one or more addresses to a relation in MKG.

The relation forms the basis for all your quotes and orders that you record in MKG. With this article, you can easily and quickly create a relation in a few steps.

You can add contacts to a created relation. The positions of these people partly determine the role they play in your processes. In this article you can read how to add contacts to a relation in MKG.

If you send a lot of quotes, order confirmations, packing slips or invoices, you don't want to create or select a contact person each time. This article shows you how to assign a default contact to each of your sales-related process documents in MKG.

For offering a sales quote, your relation does not need to be a debtor yet, but to create a sales order it does. In this article, you will learn how to turn a relation into a debtor. This can be done directly from the 'CRM' module.