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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

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

Validation

  • 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

  • No labels