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Customer-Supplier module functions are used to register potential customers and suppliers with which an institution wants to have a relationship, to recognize the interlocutors, and to track all relationships and communications with customers and suppliers. Contacts, that is, employees, are recorded in the "Contact Persons" section in the details of the registered clients. These contacts are listed on the “Corporate Account Contacts” page.

Path: ERP > Sales-Distribution > Customer-Supplier > Corporate Account Contacts

Listing Page

When searched according to the selected filters, all contacts will be listed at the bottom of the page. Contacts are listed with Role, Company, Department and Contact information.

Contact Person Details

When you click on the employee name, you will see the details of the contact person.

Personal Information: Personal information such as name, surname, e-mail and telephone number are included.
Position Information: The contact person's information such as duty/position, title, branch, department are recorded. From xml settings, collar type, associated branch etc. information can be opened.
Identity Information: The employee's TR ID number, date of birth and gender information can be recorded. If the xml setting "TR Identity Number Inquiry" is selected as yes, it becomes mandatory and accuracy inquiry can be made.
Portal Integration: If there is portal integration on Workcube, settings such as username, password, timeout period, clock setting and language can be entered.
Entry-Exit and PDKS Information: If the corporate account is a subcontractor. If it belongs to the company and payments are made to the company through the employees, the employee's entry-exit information and PDKS information are recorded.
Contact Information: The contact person's address information such as country, city, district, district, neighbourhood, address and postal code are recorded. The contact person has some important preference fields;
1. When I do not want to receive e-mails is selected, e-mail cannot be sent to the person in campaigns or similar situations.
2. If I do not want to receive voice calls is selected, voice calls cannot be made to the person.
3. I do not want to receive SMS box must be checked manually; This option is not automatically checked.
4. Send E-Archive Emails If checked, electronic invoices will be sent to the registered e-mail address. e-Archive e-mails can be sent to more than one contact person. For this purpose, this box must be checked for the persons to be sent.

You can perform the following operations in the fields on the right;

Corporate Member: By clicking on this button, you can view the details of the corporate member to which the relevant contact is connected.
Surveys: When you click on this button, the person's survey information opens as a popup.
Personal Information: More detailed personal information about the person is added on this page. For example; Such as marital status, educational status.
Hobby: This page is the page where the contact's hobbies are displayed and checked.
Other: "Additional Information", "Page about the employee under the link Restrictions” and “Authematic”. In the Authenticator section, you can type more than one password and check their activity and inactivity status.
From these fields on the right side of the page, you can define a Photo for the employee, add Notes and Documents, enter Analyzes, check Site Access Rights, Card Number information and Employee Information.

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About Workcube Objects

Account Contacts

The cf_big_list_search of this page has been created.

Type: Child WO Version: Catalsyt v3 Licence: Standard Author: Workcube Core