| # | Action | Écran |
|---|---|---|
| 1 | Go to the Administration> CRM> Organization menu | |
| 2 | Search among the criteria offered | |
| 3 | Select the organization where to create a contact | |
| 4 | Go to the Contacts tab and click the button to add a contact | |
| 5 | A pop-up opens. Enter an email address and validate | |
| 6 | When validating the email, if this contact exists in the database,
| |
| 6a | When validating the email, if this contact does not exist in the database,
| Information: Affiliation: |
| 7 | When the system returns to the contact list screen, you will see that the new contact does not have a Synto account. | |
| 8 | YOU MUST STOP HERE if you don't want the email sent. | |
| 9 | When you are ready to send the emails, you will have to CREATE the Synto accounts and it is at this step that the email will be sent: Actions / Create user account |







