Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Adding contacts for a customer
Your task/initial situation
You would like to add another contact to a customer’s master data and save an email address, telephone number and mobile phone number for them.
Adding contacts
- Click on the Customers icon to go to the customer overview in JTL-Wawi.
- Double-click on the desired customer master data in the customer overview.
- Go to the Contact tab at the bottom of the dialogue box.
- Click Add. The Adding and editing contacts dialogue box opens.
- Enter the relevant data and click Apply. The data is saved and the view returns to the customer master data.
- Click on Save to save the contact person in the customer master data.
