Contacts
Contacts can be created on each account, the contacts tab can be found within the account and it has multiple functions, they are used to send live job updates, POD reports, also log in details for your website portal.
You can enter the name, telephone number, email address etc.
The email will by default become the username to the website portal but can be overwritted.
If you wish to send the customer a link to set their password for the portal you can tick the password tick box (Due to GDPR you are no longer able to set or view the password for your customer)
If the customer always has the same PO for their work you can set a default PO.
You then have a couple of permission rights for the portal.
The auto updates are broken in to 3 sections;
Receive all jobs on this customer account means the user will get updates on all jobs on the account regardless of who books the jobs
Recieve on jobs with this user as the booker means the user will get updates on the jobs they book
If the above is set to
Email they willl get live updates on any job when an email is due to be triggered
Email Account Preference you can set after the user is created which of the updates that they would like to receive via email for instance only problems, this will filter the same for anyone else set to account prefence
Email User Prefence you can set after the user is created which of the updates that they would like to receive via email
No means the user will not receive any job updates
Receive POD reports means the user will get an EXCEL POD reports summary of all jobs which can be set (In the account under edit details > shipment updates) to send on a daily, weekly or monthly basis.
In the instance below this user is going to get all updates on their own jobs, user preference (Airline and customs delays) on other bookers jobs and no POD reports.
