Connections: the companies and people you work with
Save the vendors, customers, and other contacts of your workspace as connections and use them across Vieolo.
A connection in Vieolo is a company or person your workspace works with, such as a supplier, a customer, your landlord, or your bank. Once saved, a connection can be selected as the sender or receiver of ReChive entries, which lets you filter documents by connection and keeps the reference numbers of each sender unique. You manage connections under "Connections" in "Workspace settings".
When to create a connection
Create a connection for anyone you exchange documents with more than once. For a one-off sender or receiver, you can type their name directly in the ReChive entry form as a one-time sender or receiver instead, which keeps your connection list clean. The downside is that one-time senders and receivers cannot be used to filter entries.
Add a connection
- Open "Workspace settings" and select "Connections".
- Click "Add".
- Fill in the form and click "Save".
You can also add a connection directly from the ReChive entry form with "Add a connection", without leaving the entry.
The connection form
Detail
- "Name": the name of the company or person. Names must be unique within the workspace.
- "Type": "Company" or "Individual".
- "Relationship": "Vendor" if you buy from them, "Customer" if you sell to them, or "Both".
- Email, "Phone number", "Mobile number", and website.
- "Tax ID".
Billing
- "Billing address".
- "Shipping address same as billing?", and otherwise a separate "Shipping address".
- "Contact person": the "First name", "Middle name", and "Last name" of your contact at the company.
Internal
- "Internal identification": your own reference for the connection, such as a customer or supplier number.
- "Internal note": notes that are only visible inside your workspace.
Connections also have a sensitivity level. Members whose connection access level is lower cannot see the connection. See Access levels and sensitivity levels.
Edit, disable, or delete a connection
The menu of each connection offers "View", "Edit", "Disable", and "Delete".
- Disable hides a connection you no longer work with from the selection lists, while keeping it and its entries. Use "Restore" to bring it back.
- Delete removes the connection permanently. This cannot be undone. ReChive entries that used the connection are not deleted; they keep the name of the connection as a one-time sender or receiver.
In most cases, disabling is the better choice, since it keeps your filters and history intact.
Permissions
Members need the connection permissions to view or manage connections. New members can view connections by default. See Manage the permissions of your workspace members.
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