In Rodeo, you can add contact persons. Contact persons can be linked to a purchase order, estimate or invoice.

The contact person is shown on the pdf as attention (attn.) The contact person will also be selected as recipient if you want to send the document directly from Rodeo.

To add a new contact person, go to contacts in the left menu.

Use the search filter to open the client and use the pencil icon in the top right-hand corner to change details.

In the second tab, you will be able to see contact persons.

Here, you can enter the name of the contact person, their email address and possibly their telephone number. Press the green icon to save the data.

Note: The name you enter here is also shown on the pdf. So please make sure that the name is entered correctly.

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