Creating addresses

In extro you can create addresses for individuals or organisations. Individuals can then be linked to organisations. In address management, you can search, filter and edit addresses.

Using the address overview and filters

• Addresses open 

The overview displays all existing addresses

• Icon Building = organisation

• Icon Person = individual

Filter options:

• Select sorting (oldest, newest, ascending/descending)

• Select address type (all, individual, organisation)

Search by name or ID

 

Creating an individual

1. «+» select → Add person 

2. Required field:

   • Mobile number 
     (alternatively, another telephone number)

3. Optional:

   • Salutation

   • Private / business telephone number

   • Email

   • Comment

4. Enter address:

   • Street

   • House number

   • Postcode

   • City

   • Country

   • Language

5. Save

 

Creating an organisation

1. «+» select → Add organisation 

2. Required fields:

   • Company name
   • Address (street, postcode, city)
3. Optional:
   • Telephone number

   • Email

   • Language

   • Website

4. Save

Linking contacts to an organisation

1. Organisation open → Add contact

2. Select a contact from the list or use Search to find one

3. Save

 

Viewing details and linked data

The address view displays:

• linked jobs

• assigned sites

• contacts (for organisations)

• terms and work types

 

Editing addresses

• Created individuals and organisations can be edited at any time

• Links can be added or removed

Note

Addresses form the basis for sites, projects and jobs.