> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.yuzer.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Créé ou modifier un contact


#### [Voir la version dynamique en ligne](https://scribehow.com/shared/Cr_un_nouveau_contact__U8OqTVbuSkqMCOjsTJIfCg)

||| Le RGPD nous contraint à garder trace de toutes les informations notées dans une fiche client et cela même en cas de suppression. 
Veillez donc à toujours avoir des tournures de phrases factuelles et à éviter les grossièretés.

1\. Aller au menu `Client`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/36af99e3-2476-4e68-8c51-f90d78adcef7/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=859,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=0,127)

2\. Cliquez sur `Nouveau contact`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/0adc215a-342c-4b78-a730-0aa640470e1b/user_cropped_screenshot.jpeg?tl_px=0,0&br_px=859,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=80,114)

3\. Définissez le type de contact entre `Personne` et `Entreprise`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/31b2ea38-530f-4ef3-94ff-7f87de38cd4a/ascreenshot.jpeg?tl_px=189,0&br_px=1049,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,125)

4\. En cas de contact de type entreprise, veuillez remplir le champ `Numéro de TVA`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/d18c294f-94b5-419a-81bd-c12bb7387b90/ascreenshot.jpeg?tl_px=117,0&br_px=976,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,135)

| Il est possible de modifier le type d'un contact à tout moment : cette possibilité est pratique pour des clients achetant aussi bien à leur nom propre que pour le compte de leur entreprise afin d'éviter les doublons.

5\. Définissez le Genre du contact

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/46912e4b-0d59-4916-aa7b-1c7eb1c365f7/user_cropped_screenshot.jpeg?tl_px=239,0&br_px=1099,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,162)

6\. Complétez le `Prénom`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/72ba4ed6-fb58-4eb7-ad73-79ada4ba2dd4/ascreenshot.jpeg?tl_px=110,0&br_px=969,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,206)

7\. Complétez le `Nom de famille`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/3c29cf9c-8c55-4246-8091-c99e5c113fa3/ascreenshot.jpeg?tl_px=317,0&br_px=1177,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,201)

8\. Cliquez sur le curseur `Les champs essentiels`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/cb72670b-c8a5-4380-9b22-1aa0723d2ec3/ascreenshot.jpeg?tl_px=1026,0&br_px=1886,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,117)

9\. Complétez au besoin le champ `Surnom`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/3d2395ec-d12f-4a26-97e5-b601e0918bfb/ascreenshot.jpeg?tl_px=895,0&br_px=1755,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,207)

10\. Complétez au besoin le champ "**Département" **: il s'agit du service dans lequel travaille le contact : Comptabilité, Atelier, Commercial, Marketing, SAV, ...

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/4be4563b-e203-48e3-9f34-55f4712acdba/ascreenshot.jpeg?tl_px=146,15&br_px=1129,564&force_format=png&width=983&wat_scale=87&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=459,243)

11\. Complétez au besoin le champ `Profession`: il s'agit de l'intitulé de poste de votre contact : Comptable, Technicien, Commercial, Graphiste, ...

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/0d1c4b7b-fb84-4b7e-9029-653b79725e06/ascreenshot.jpeg?tl_px=363,43&br_px=1223,524&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

12\. Vous pouvez compléter le nom de l'employeur au besoin

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/f6895315-c26c-47ba-84b1-0349dd314b06/ascreenshot.jpeg?tl_px=140,120&br_px=999,601&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

13\. Cliquz sur le menu déroulant `Commercial`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/940f49bc-f012-4f03-8fbd-ce082c123ab5/ascreenshot.jpeg?tl_px=150,207&br_px=1009,688&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

14\. Sélectionnez le collaborateur de votre entreprise qui traite habituellement avec ce client

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/07db5c8d-10b2-4f04-a5f2-c8b0bb32c781/ascreenshot.jpeg?tl_px=167,436&br_px=1027,917&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

15\. Cliquez sur le menu déroulant `Etat du contact`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/a7692eaf-8a1d-4a42-baa0-d191e8b2c841/ascreenshot.jpeg?tl_px=333,212&br_px=1193,693&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

16\. Définissez l'état du client `Client`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/59ae18cf-d286-4ef1-8c44-6e6a294fb995/ascreenshot.jpeg?tl_px=334,247&br_px=1194,728&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

17\. Vous pouvez sélectionner plusieurs états à la fois.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/8eab03e9-ca78-4381-9655-43326c8629f3/ascreenshot.jpeg?tl_px=333,235&br_px=1193,716&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

18\. Cliquez sur le menu déroulant `Cycle de prospection`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/395fe4e7-916f-41eb-87c8-a6fc4878514f/ascreenshot.jpeg?tl_px=541,204&br_px=1401,685&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

19\. Définissez l'état du `Cycle de prospection`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/c03a898d-b931-4ac8-9dae-90d536f7192f/ascreenshot.jpeg?tl_px=550,246&br_px=1410,727&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

20\. Définissez si votre client accepte ou non les communications commerciales (Obligation RGPD)

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/4c3894dd-77b5-40e9-88d2-fe5a3e496a17/ascreenshot.jpeg?tl_px=111,293&br_px=971,774&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

#### Compléter les coordonnées

21\. Cliquez sur le champ "Portable" si vous souhaitez personnaliser l'intitulé des coordonnées.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/7a0ed62d-55de-4bf0-959b-29aa2c518647/ascreenshot.jpeg?tl_px=249,443&br_px=1109,924&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

22\. Cliquez sur `Personnaliser`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/91470a0a-9f67-43ef-a8cf-efdaa77bf539/ascreenshot.jpeg?tl_px=158,540&br_px=1017,1021&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

23\. Cliquez sur `Ajouter`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/ef0ae217-e457-4c3c-a00c-7cf36fe457b7/ascreenshot.jpeg?tl_px=351,461&br_px=1211,942&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

24\. Saisissez l'intitulé souhaité (Par exemple : Portable père) et cliquer sur `OK`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/0c59dce6-e551-490b-8b89-9f64c77ffb21/ascreenshot.jpeg?tl_px=741,0&br_px=1601,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,129)

25\. Complétez le champ `Numéro de téléphone`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/5c62553b-83dd-4eaa-9b4d-eee066d50b89/ascreenshot.jpeg?tl_px=368,448&br_px=1228,929&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

26\. Complétez le champ `Adresse email`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/3c0c5d50-a04b-4df0-998d-bc2b394ed231/ascreenshot.jpeg?tl_px=348,492&br_px=1208,973&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

27\. Complétez le champ `Adresse`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/20f42a7e-f5a3-4aa8-880b-e371a5b0a7bb/ascreenshot.jpeg?tl_px=345,541&br_px=1205,1022&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

28\. Ce champ est en jonction avec Google Maps afin de vous suggérer des adresses valides au fur et à mesure de votre saisie. 

Ainsi vous n'êtes pas obligé de tapper le type de voie mais juste le numéro, le nom de la rue, la ville et le reste devrait apparaitre.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/83abf307-d4a0-4232-88ad-a62d7b21de4a/ascreenshot.jpeg?tl_px=451,581&br_px=1311,1062&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

29\. Définissez alors les coordonnées saisies et celle de la facturation

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/d78fcf97-11bb-4657-88a6-52ddf1e96803/ascreenshot.jpeg?tl_px=301,549&br_px=1161,1030&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

30\. Définissez alors les coordonnées saisie et celle de livraison

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/924c2963-05dc-48f6-8804-1342e77995d9/ascreenshot.jpeg?tl_px=330,545&br_px=1190,1026&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

| En cas d'adresse non reconnu par Google Maps : veuillez cliquer sur l' icone à l'extrémité droite de la ligne pour passer en saisie manuelle.

31\. Vous pouvez saisir dans le champ "IBAN " les coordonnées bancaires

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/21dfe7cc-4d23-4292-bfef-8bffe166942e/ascreenshot.jpeg?tl_px=171,425&br_px=1031,906&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

32\. Vous pouvez préciser `l'origine du contact`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/d8e75080-ebbe-43c4-b49b-f3775aa5b7f9/ascreenshot.jpeg?tl_px=183,543&br_px=1043,1024&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

33\. Sélectionnez l'origine dans la liste préétablie

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/79687737-8fb9-4c08-ab28-388194fe55f5/ascreenshot.jpeg?tl_px=145,442&br_px=1004,923&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

34\. Vous pouvez indiquer le lien vers les pages des réseaux sociaux de votre contact

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/26e72ceb-ffed-4379-b955-0e61e5d8cba6/ascreenshot.jpeg?tl_px=216,599&br_px=1076,1080&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,253)

35\. Sélectionnez le réseau social concerné

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/ca765672-1176-4150-ba2e-96446ba978ef/ascreenshot.jpeg?tl_px=145,599&br_px=1004,1080&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,341)

36\. Indiquez l'adresse web complète dans le champ `Identifiant`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/df3ed61a-a010-49f8-8266-c4e590aecf18/ascreenshot.jpeg?tl_px=280,599&br_px=1140,1080&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,262)

37\. Vous pouvez enregistrer l'appartenance à un programme de fidélité en cliquant sur le bouton `+`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/66f7b29d-c5a4-4180-b687-a0331d58f4eb/ascreenshot.jpeg?tl_px=289,476&br_px=1149,957&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

38\. Puis en sélectionnant l'un de vos programmes de fidélité

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/99d8c163-3765-4b1a-a7bd-64f15b6e2105/ascreenshot.jpeg?tl_px=282,515&br_px=1142,996&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

39\. Saisissez alors un `N° de membre`, à défaut saisissez une valeur aléatoire

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/dea409c6-44ed-4fa9-b482-d41aec7c86aa/ascreenshot.jpeg?tl_px=517,524&br_px=1377,1005&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

40\. Pour éviter les doublons lors de la création, une liste de contacts déjà existant apparaît, vérifiez bien que le contact n'existe pas avant d'enregistrer votre travail. 
        Il vous suffit de cliquer sur une ligne pour y accéder.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/c9a89556-2f98-45ad-ad33-0c22c0238fbf/ascreenshot.jpeg?tl_px=751,457&br_px=1611,938&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)

||| Les données saisies seront alors perdu.

#### En cas de contact Entreprise

41\. Cliquez sur l'onglet `Entreprise`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/dda98a64-5d6c-49a3-8233-a94f42754c69/ascreenshot.jpeg?tl_px=211,0&br_px=1071,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,123)

42\. Complétez le  `Numéro TVA intracommunautaire`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/3c45dd27-be6b-4826-8a8b-141992a3cd4d/ascreenshot.jpeg?tl_px=342,0&br_px=1202,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,209)

43\. Cliquez `Créer` pour sauvegarder votre saisie.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/4e5919c4-9aaf-43c6-aa15-1b9f59008d9f/ascreenshot.jpeg?tl_px=1060,599&br_px=1920,1080&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=427,423)

#### Modifier un contact

44\. Dans la fiche client, cliquer sur `Editer`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/c2ee8a57-a71d-450f-a5ef-8d6618c772db/user_cropped_screenshot.jpeg?tl_px=0,37&br_px=859,518&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=313,212)

| Corriger comme pour la création les informations souhaitées.

#### Détacher un client de ma société

45\. Dans la fiche client, cliquer sur `Supprimer`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-23/5b0ab633-a225-4619-b51a-54e5409e07a5/user_cropped_screenshot.jpeg?tl_px=0,40&br_px=859,521&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=366,212)

46\. Validez le détachement de cette fiche de votre entreprise en cliquant sur `Supprimer`

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-19/f806847c-fdf5-4138-9805-a2bca283c182/ascreenshot.jpeg?tl_px=721,0&br_px=1581,480&force_format=png&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,128)

#### [Voir la version dynamique en ligne](https://scribehow.com/shared/Cr_un_nouveau_contact__U8OqTVbuSkqMCOjsTJIfCg)
