Summary
Client Directory including
Details
Branches
Contacts
Data Storage
Organisation Details
Details of the client are held here including the following fields:
Client Name
CargoWise Code
Web Site URL
Function
Active flag
Authentication Key
Notes
Main Contact Details (Org Type = “Client”, Contact Type = “Client”, Main Contact = Yes/No)
Branches
Branches are a child of Client Details and detail the different locations within a client. They also contain contacts, one of which is the main contact.
Contacts
Contacts can be stored at client and branch level. Any contact can be a main contact for its parent.
Organisation, Location, Contact
Org Type | Org Name | Loc Type | Loc Name | Contact Type | Contact Name | Main Contact |
|---|---|---|---|---|---|---|
Client | ROOM | |||||
Client | ROOM | Client | Jack Peterson | Yes/No | ||
Client | ROOM | Branch | ROOM UK | |||
Client | ROOM | Branch | ROOM UK | Branch | Jim Baker | Yes/No |