Click the icon (plus) in the quick start menu at the top right and select “Manager”.
Click on the menu in the upper left, select “Manager” in the Master Data section. Click on the + in the lower right corner.
Click on the green icon (Plus, Add manager) in the “Statistics” section of a company.
Step by step
Use the Lookup to search for the company where your manager works. Skip this step if the company is already prefilled.
Fill in the required fields (marked with an asterisk) to get the possibility to save your manager.
You now have two options to save your manager. By clicking on “Save” your manager will be saved without being informed. By clicking on “Save & Send Opt-in” your manager will also be saved and will receive an email with a confirmation link according to EU-DSGVO.
A lookup collects information from another data source. In this case you can search for all companies in aiFind. After confirmation the master data will be prefilled automatically.
You can click on “Import from company addresses” to use any address of the company.