Individual suppliers
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
The Persone Fisiche (Individuals) tab of Suppliers lists the contact people: the sales contacts and agents of supplier companies, plus the independent people, that is, those without a company, such as the owner of the premises to whom you pay the rent. The list also includes the contact of the system supplier.
The order of the rows is: first the people of the companies (in the alphabetical order of the companies), then the independent people, from the most recent. Every time the tab is opened, the list of independent people is read again.
Contents
The toolbar buttons#
Aggiungi (Add), Ricerca (Search), Esporta (Export) and Visibilità (Visibility). The Aggiungi menu offers Importa esistenti (Import existing) and Crea da zero (Create from scratch).
- Ricerca («Cerca persone per nome o azienda...» (Search people by name or company...)): searches in first name, surname and company name.
- There is no «Modifica» (Edit): a person who has already been entered cannot be changed or deleted from this page. If the details are wrong you enter the right person again; to remove the wrong one you need Support (support).
The columns#
| Column | What it shows |
|---|---|
| Nome (First name) | The first name, in bold |
| Cognome (Surname) | The surname; «-» if empty |
| A link that opens the mail program | |
| Telefono (Phone) | A link that starts the call |
| Azienda (opzionale) (Company (optional)) | The name of the linked company; «—» for independent people |
| Accredito / Pagamento (Payment received / Payment) | A label: green IBAN: XXXX...YYYY (first and last 4 digits), light blue PayPal: address, purple Rev: tag, or Non configurato (Not configured) in grey italics |
You can sort by clicking the headers of Nome, Cognome, Email, Telefono and Azienda; not that of «Accredito / Pagamento». In the Excel and CSV files the «Accredito / Pagamento» column comes out empty; the JSON file contains all the data, including the full IBAN.
Adding a person#
Aggiungi ▸ Crea da zero opens Nuovo Referente Commerciale (New Sales Contact), in two steps: Referente & Azienda (Contact & Company) and Pagamento & Note (Payment & Notes). It closes with Annulla (Cancel), with the X or with a click outside the window (the data you wrote is lost).
Step 1 — Referente & Azienda
| Field | Required | Notes |
|---|---|---|
| Nome Referente (Contact First Name) | Yes | |
| Cognome | No | |
| Azienda / Fornitore Collegato (Linked Company / Supplier) | No | List with search («Cerca fornitore o P.IVA...» (Search supplier or VAT no....)). The first entry, in italics, is «Nessuna azienda (persona indipendente)» (No company (independent person)). If nothing matches: «Nessuna azienda fornitrice trovata» (No supplier company found) |
| Ruolo / Incarico (Role / Position) | No | Agente di Zona (Area Agent) (default), Key Account Manager, Assistenza Tecnica (Technical Support), Ufficio Ordini & Spedizioni (Orders & Shipping Office), Direttore Commerciale (Sales Director), Altro (Other) |
| Telefono Principale (Main Phone) | Yes | Field with international prefix (default +39) |
| Email Diretta (Direct Email) | No | If written, it must be valid |
| Telefono WhatsApp (WhatsApp Phone) | No | The «Copia da principale» (Copy from main) link copies the main number here |
| Orari / Reperibilità (Hours / Availability) | No | Free text |
Step 2 — Pagamento & Note
| Field | Notes |
|---|---|
| Metodo di Accredito Preferito (Preferred Payment Method) | Bonifico Bancario (IBAN) (Bank transfer (IBAN)), PayPal, Revolut / Tag or Nessuno (Fatturato da Azienda) (None (Invoiced by Company)) |
| Intestatario / Beneficiario (Account Holder / Beneficiary) | For example «Mario Rossi / Davines S.p.A.» |
| With Bonifico | Codice IBAN (SEPA) (IBAN Code (SEPA)), maximum 34 characters, letters and digits only, with no correctness check; BIC / SWIFT optional, maximum 11 characters |
| With PayPal | Email Conto PayPal (PayPal Account Email) and optional Riferimento Pagamento (Payment Reference) |
| With Revolut | Revolut Revtag / Handle and Numero di Telefono Associato (Linked Phone Number) |
| With Nessuno | The box «I pagamenti e le fatture sono regolati direttamente con l'Azienda Fornitrice principale.» (Payments and invoices are settled directly with the main Supplier Company.) appears |
| Note Operative & Accordi Commerciali (Operating Notes & Commercial Agreements) | Free text |
The final button is Salva Referente (Save Contact) (during the operation «Salvataggio in corso...» (Saving...)). If the name or the phone is missing, the red notifications «Il nome del referente è obbligatorio» (The contact's name is required) and «Il numero di telefono è obbligatorio» (The phone number is required) appear; if the email is not valid «L'email inserita non è valida» (The email entered is not valid).
After saving, «Referente commerciale salvato con successo» (Sales contact saved successfully) appears and the person is in the list.
What is saved and where#
- With a company chosen, the person is added to that company's contacts. This is reserved for Titolare (owner) and Responsabile (manager); an Operatore (operator) receives «Operazione riservata a Titolare o Responsabile.» (Operation reserved for Titolare or Responsabile.) and nothing is saved. If you choose the system supplier, its contact is protected and the person is not added.
- Without a company (independent person), any role can create them.
- Of the phone, the Telefono Principale is kept; the Orari / Reperibilità are not saved. The Telefono WhatsApp is used only if the main one were missing.
- For PayPal and Revolut the second field («Riferimento Pagamento», «Numero di Telefono Associato») is kept in the BIC/SWIFT field, which is not visible in the list.
Importing people from documents#
Aggiungi ▸ Importa esistenti opens the guided import window described in Importing clients: here it is used to read business cards, signed emails, sheets or documents that identify contact people. The program reads the files, shows the records and lets you choose which to insert. For each person it looks for first name (required), surname, email, phone, role and notes, and inserts them as an independent person; to link them to a company you create the person by hand with the window described above. Import is available to all roles.
Procedure: adding a company's agent#
- Fornitori ▸ Persone Fisiche ▸ Aggiungi ▸ Crea da zero.
- Write the first name (and surname), open Azienda / Fornitore Collegato, type part of the name and choose the company; choose the role; write the phone. Avanti (Next).
- Choose the payment method and fill in IBAN, PayPal or Revolut if payment has to be made directly to the person.
- Salva Referente. The person appears in the list with their company.
Common problems#
| Problem | What to do |
|---|---|
| An Operatore cannot add an agent to a company | It is reserved for Titolare and Responsabile; the Operatore can only create people without a company |
| I got a person's details wrong | They cannot be edited from here: enter the right person again and to remove the wrong one contact Support |
| The person I entered does not appear among the Paga recipients | People without a company cannot be paid from the Cash desk; they must be linked to a company |
| The availability hours have disappeared | That field is not kept: write them in the notes |