Manage Directory Contacts
The Contact Management module, a module in Logic TMS, is designed to streamline and enhance the process of creating, maintaining, and managing contacts. Located in the catalogs' section, allows users with access to the catalog to add contact persons for each customer or supplier registered in the system. This function is essential for keeping the directory of contacts organized and easily accessible for users, allowing them to personalize operative documents or send emails to specific contacts.
- A client or supplier must already be registered in the Logic directory.
- If a contact's role is not a legal representative, only the contact's name is required.
- If a contact is registered as a legal representative, a tax ID number is required.
Contacts can be created and managed in three ways: through the Contact Management module, during the creation of a new Sales Lead in the Sales Dashboard, or during the creation of a New Quotation.
The system validates the tax ID of a legal representative against the database to check for any matches, ensuring the user knows if a legal representative is duplicated across multiple companies.
The only mandatory field required to create a new contact is the contact name. However, if a contact is registered as a legal representative, a tax ID number is also required.
The system allows users to delete contacts when necessary, maintaining an up-to-date contact list.
You should provide as much information as possible when creating a new contact.
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