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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

Client

ROOM

Branch

ROOM UK

Client + Branch

Jim Baker

Yes/No

Validation

  • Organisations must be unique within organisation type “Client”

  • Branches must be unique within an organisation

  • Contacts must be unique within their parent

  • Email addresses cannot be the same for any contact within the “Client” organisation

Functionality

Contacts

  • Contacts can be cloned

  • When a contact is flagged “main=true”, all other contacts for that parent are flagged “main=false”

  • Contact types can be set on the contact as any of the following with check boxes:

    • Client

    • Branch (names of branches for that client)

    • Client and Branch