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