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Creating new personnel contact
Creating new personnel contact
Updated over a week ago

Personnel are staff or people that work for a 'company' or 'individual' type contact. Enter the personnel's direct contact information such as phone and address details. Use the personnel details in Synergy within projects, reports, invoice documents, emails, and other communications.

  1. Go to: Contacts.

  2. Click the Add button and select 'personnel'.

  3. Select a title (e.g. Mr, Mrs, Miss) and then type the person's first and last name.

  4. Add any other known details about the personnel - postal or street address, phone numbers, email addresses, or social accounts.

  5. Click the 'Save' button .

Tip: Learn more about the personnel details shown on each of the personnel contact tabs.

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