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Delivery to Private individuals

Thijs Vluttert avatar
Written by Thijs Vluttert
Updated over 3 weeks ago

When you (also) deliver to consumers (private individuals), it is desirable to be able to select a Person when creating Sales Trajectories, Projects, and Invoices.

This option can be activated or deactivated via Settings > CRM > General CRM settings.

By selecting ‘Yes’ for ‘Delivery to Private Individuals’, it becomes possible to select persons in addition to organizations when creating a sales trajectory, project, or invoice. It also becomes possible to assign a relationship type to a person in the CRM.

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