Contact master

Use this table to create a contact master:

Field Input
Personal Information

Specify if the contact person is Inactive, Internal, or External, then specify the title, name, position, and job description.

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 Turkey, the address is mandatory for Company. City Name, CitySubDivisionName 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 or NationalityID with NationalIdentityNumber 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, NationalityID with NationalIdentityNumber type is required and must be valid.

In Turkey, the Tax Identification Number is 10 digits, while the Nationality Identity Number is 11 digits.

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