Contact master

Use this table to create a contact master for your accounting entity, which may cover more than one subscription:

Field Description
Personal Information

Specify the status of the contact person:

  • Inactive
  • Internal
  • External

Specify the title, name, position, and job description of the contact person.

Note: 
  • If details of the company or accounting entity is required, set Title and Position to Company and specify personal information.
  • If details of the carrier of the goods is required, set Position to Carrier and specify personal information.
  • If the details of the driver carrying the goods is required, set Position to Driver and specify personal information.
  • The name format for the driver should be Last Name, First Name
Address Information Specify the complete address of the contact person.
Note: In Argentina, the address is mandatory for Company. City Name, Street Name, and Country Code address information must be specified.
Communication Details Specify the complete communication details of the contact person.
Identification Numbers Click Contact ID and in the Identification Numbers window, specify the identification type and identification number.
Note: 
  • If the position is Company, TaxID with TaxIdentificationNumber type is required and must be valid.
  • If the position is Carrier, TaxID with TaxIdentificationNumber type is required and must be valid.
  • If the position is Driver, TaxID with TaxIdentificationNumber type is required and must be valid.
Industry Click Classification and in the Contact Classifications window, specify the ID type in Industry and the type of industry in the ID Number column.

For more information on how to set up a contact master, see Setting up Contact Master.