...
Org Type | Org Name | Loc Type | Loc Name | Contact Type | Contact NameMain Contact | Primary |
|---|---|---|---|---|---|---|
Client | ROOM | |||||
Client | ROOM | Client | Jack Peterson | Yes/No | ||
Client | ROOM | Branch | ROOM UK | |||
Client | ROOM | Branch | ROOM UK | Branch | Jim Baker | Yes/No |
Client | ROOM | Branch | ROOM UK | Client + Branch | Jim Baker | Yes/No |
...
Organisations must be unique within organisation type “Client”
Branches must be unique within an organisationContacts
Email addresses of contacts must be unique within their parentEmail addresses cannot be the same for any contact within the “Client” organisation
...
Contacts can be cloned
When a contact is flagged “main“Primary=true”, all other contacts for that parent are flagged “main“Primary=false”
Contact types can be set on the contact selected as any multiple of the following with check boxes:
Client
Branch 1
Branch (names of branches for that client)Client and Branch2
Branch 3
etc