In business life, everyone has some kind of relationship with persons, which are neither their customers nor suppliers.
In Minerva, you can keep the records of these persons.
You can keep the records of communication information, personal information, as detailed as you can keep in customer and supplier cards.
Note: You can also create new contact persons under "New Contact Person" menu item, which has been added to module menu in order to ensure quick access for users.
If you are creating new contact persons frequently, you can add "New Contact Person" menu item to your favorites ( My Menu ).
Creating Contact Individuals and Institutions
You can start creating a contact person or corporate by pressing on one of the following buttons.
New Corporate: Records created by pressing this button will be listed under Institutions .
New Person: Records created by pressing this button will be listed under Contact Persons .
Creating Contact People and Institutions by Selecting from Central Cards
For this you have to press on "Central Cards" button.
If you have pressed on "New Corporate" button, business partners with type " C - Corporate " will be listed.
If you have pressed on "New Person" button, business partners with type " P - Person " will be listed.
Determining Relations for "Persons"
You can determine persons and / or corporates related with this "Person" under "Organizational" tab -> "Relations" tab.
After you have selected a "Partner" or "Contact Person" from the window, you can select a "Relation Type" ( -> CPR - Contact Person ) from the combo box.