Create a new customer and their contact data¶
In the main menu, select to register a natural person, or for legal persons like companies, unions, agencies, schools, institutions, etc.
Click the button in the toolbar or hit the Insert key.
Fill out the fields of the insert window and hit the Create button to submit the window.
Lino contact management does not differentiate between customers and providers. We say that a partner is either a person or an organization. Any partner can become a “customer” when you record a sales invoice for them, or a “provider” when you register a purchase invoice for them.
Create a partner as a copy of an existing partner¶
Open some data window and navigate to the existing person or organization you want to copy.
Click the ⚇ button (“Duplicate the selected row”).
Merge duplicate partners¶
When you discover that you have a duplicate person or organization, i.e. two database entries where actually there should be only one, you can merge them as follows:
Select one of the partners
- Mergeinto…: ____☐ Also reassign volatile related objectsReason: ____
Select the other partner in the into… field.
Optionally specify a reason (which will just be logged in in your site’s
lino.logfile). Leave the Also reassign volatile related objects option unchecked unless you have been told to check it.
Click the OK button. Before actually merging the partners, Lino will summarize what is going to happen and ask your confirmation:Are you sure you want to merge Mr Hans Altenberg into Mr Alfons Ausdemwald?1 Bank Statement items, 2 Movements, 1 Sales invoices, 2 Partner balances will get reassigned.Mr Hans Altenberg will be deleted.
Click OK again to execute the merge. A merge usually cannot be undone.