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Summary of Clients (Organisations)
and Branches (Locations)Jira Legacy server System JIRA serverId b157ffa3-650f-3eac-ac6a-49d6a4f1db87 key WG-139 View Clients,
Branches and ContactsJira Legacy server System JIRA serverId b157ffa3-650f-3eac-ac6a-49d6a4f1db87 key WG-139 Add/update Clients
Jira Legacy server System JIRA serverId b157ffa3-650f-3eac-ac6a-49d6a4f1db87 key WG-139 Add/update Branches of Clients
Add/update Contacts of Clients and Branches
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Client Name
CargoWise Code
Web Site URL
Function
Active flagAuthentication Key
Notes
Main Contact Details (Org Type = “Client”, Contact Type = “Client”, Main Contact = Yes/No)
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Org Type | Org Name | Loc Type | Loc Name | Contact Type | Contact Name | 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 |
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Organisations must be unique within organisation type “Client”
Branches must be unique within an organisation
Email addresses of contacts must be unique for any contact within the “Client” organisation
Functionality
Contacts
Contacts can be cloned
When a contact is flagged “Primary=true”, all other contacts for that parent are flagged “Primary=false”
Contact types can be selected as any multiple of the following:
Client
Branch 1
Branch 2
Branch 3
etc
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If the branch is utilised for a White Glove client then the location level CargoWise code and location code should be used, otherwise the Client level information.
Domain Model
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Validation
Organisations
Organisations must be unique within organisation type “Client”
Client Name and CargoWise Code must be entered before a client can be saved.
Branches
Branches must be unique within an organisation
Contacts
Email addresses of contacts must be unique for any contact within the “Client” organisation