Aero Workflow is designed to be as flexible as possible. You can add a contact without a company and add a company that doesn't have any contacts. You can also designate a default contact for a company, assign a default company to a contact, have multiple contacts assigned to one company, and assign the same contact to more than one company.
Aeros and Master Aeros can be assigned to a contact, a company, both, or neither.
- When you create a new company, and fill in the contact information fields, a new contact is created automatically. The new contact will also be added to the list of company contacts.
- When you create a new contact in Aero, you have the option of choosing a default company from the dropdown menu (note that if the company doesn't already exist in Aero, you will need to add it).
- That contact will than be found on the contacts grid for the company on the Edit Company screen and on the Do Task screen.
- Each contact will have a list of all the companies that they are connected to in the Edit Contact screen.