Client Directory
- James Seabrook
Summary
The Client Directory is a list of Clients which belong to a White Glove company like SEKO Farnborough, where SEKO is the main company and Farnborough is the branch. Each client can have its own bookings and links to external systems through the White Glove application.
Screens
The Client Directory includes the following screens
Summary of Clients (Organisations) https://bigdigit.atlassian.net/browse/WG-139 and Branches (Locations)
View Clients, https://bigdigit.atlassian.net/browse/WG-139 Branches and Contacts
Add/update Clients https://bigdigit.atlassian.net/browse/WG-139
Add/update Branches of Clients
Add/update Contacts of Clients and Branches
Organisation Details
Details of the client are held here including the following fields:
Client Name
CargoWise Code
Web Site URL
Function
Active flag
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 |
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
CargoWise
CargoWise stores all the sales order bookings for a client. When a booking is created in the White Glove system a CargoWise reference is created in CargoWise for the booking and stored in the White Glove system. The call to CargoWise is done as per https://bigdigit.atlassian.net/browse/WG-109.
Client Level
If the client level is utilised for a White Glove client then the client level CargoWise code and organisation code should be used.
Branch Level
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.
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
Domain Model
https://bigdigit.atlassian.net/wiki/spaces/TD/pages/3401121795