From the Customer Masterfile it is possible to add further contact information for employees of that company. This is used in lookups on various screens. Namely the Automatic Report Module. This screen is available from the toolbar button and from the Options Menu in the Administration > Customer Masterfile. This screen is also available directly from Administration > Customer Personnel.
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Field Name |
Description |
Validation |
Default |
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Client Code |
This is the Customer Code, this information is brought across from the Customer Masterfile Screen |
Mandatory |
From Customer Masterfile |
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First Name |
This is the First Name of the Contact Person |
Optional |
Blank |
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Company Telephone |
This information is retrieved from the Phone field on the General Tab of the Client Masterfile. Read Only field. |
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ID No |
This ID Number is system generated when a new record is created. Read Only field. |
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Active |
This indicates that the person is an active contact |
Mandatory |
Yes |
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Surname |
This is the Surname of the Contact Person |
Optional |
Blank |
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Job Title |
This is the job title of the Contact Person |
Optional |
Blank |
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Mobile |
This is the Mobile Phone Number of the Contact Person |
Optional |
Blank |
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Direct Telephone |
This is the Phone Number of the Contact Person |
Optional |
Company telephone number |
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This is the Email Address of the Contact Person |
Optional |
Blank |
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Business Unit |
Active Business Units that are setup against the Client Code will be shown in the drop down list. If there is more than 1 Active Business Unit, then the option ‘ALL’ will be shown in the drop down list, along with the list of Active Business Unit Codes. |
Optional |
Blank |
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Office |
Office Location of the Client |
Optional |
Blank |
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Order Tracking information – available only where the Order Tracking module is active and the Customer is set for Order Tracking – See the Order Tracking User Manual for more information |
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Mode |
This indicates whether the contact is useful for Air and/or Sea Job Types. |
Mandatory |
Both |
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Country |
This displays which country the contact requires Order Tracking for. Use the |
Optional |
Blank |
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Receive Status |
This indicates whether the contact should be sent Order Tracking status updates by email |
Mandatory |
No |
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Receive Info |
This indicates whether the contact should be sent Order Tracking Information by email |
Mandatory |
No |
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Auto Reports |
This indicates whether this contact receives any Auto Reports. Each tab shows a different kind of automatic report. Double click on a row in a tab to open the Autoreport screen to update the report recipients. |
Optional |
System Generated |
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Document Distribution Groups – this section lists the Document Groups the Personnel Contact has been added to. The Auto Reports, Container Management Reports and User Configure Auto Report tabs list the automatic reports the Personnel contact receives. Double click on a report name to open the Auto Report set up screen and update there to make any changes to the recipient list. Please note that the contact cannot be removed from a distribution list for a report by updating the Personnel Masterfile. |
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to select a Country code