Understanding the Difference Between Users and Contacts

In EVX Software there are users on one hand and contacts on the other hand. Both relate to people, but there a some important differences you should know.

Contacts are basically addresses (including all information that is necessary to contact a person by phone, fax, or the Internet). Contacts are stored under the Contacts tab, and as a whole, they represent the address database within your EVX Software installation.

Users are basically logins for a EVX Software installation (including the e-mail address that is used to send user information by e-mail). Users are managed by a EVX Software administrator in the administration panel. Users have certain user rights which may differ in many ways (for more details read understanding user rights).

If you have a contact that is not linked to a user you can do so by clicking the action Create user from person in the detail view of a contact.

If you get the following error message your contact has no company assigned (which is mandatory for users). Simply edit the contact and add a company to solve this issue.