Manage contact persons and contact details

Transportial keeps two kinds of contact information. Contact persons are the people at a business, such as a planner or a finance clerk. Contact details are single values such as an e-mail address, a phone number or an IBAN. There is no separate contacts list: contact persons belong to a business, and contact details belong to a business, a location, a transport order or a driver.

Add a contact person to a business

1. Open the side menu (☰) and choose Businesses.
2. Click Edit at the end of the business row.
3. Scroll to Contact Persons and click + Add contact information.
4. Enter the First Name and Last name.
5. Enter the E-mail, Position, Telephone number and Mobile phone number you know.
6. Repeat for more people, then click Save.

To remove a contact person, click the close button (×) on their block and save the business.

Add a contact person while you work

On a transport order, quote or invoice, the Contact Persons field appears once you have chosen the business. It lists the contact persons of that business.

1. Choose the customer or business first.
2. Click the Contact Persons field and start typing a name.
3. If the person is not there, choose New contact person.
4. Fill in the name, e-mail, position and phone numbers.
5. Click Save. The new person is selected and added to the business.

Add contact details

Businesses and locations have a Contact details section in their form.

1. Open the business or location form and go to Contact details.
2. Click + Add contact information.
3. Choose the Type (see the list below).
4. Enter the Value, for example the e-mail address or the phone number.
5. Optional: click + Add comment and type a note in Remarks, such as "only during office hours".
6. Click Save.

Type	Use it for
E-mail	A general or department e-mail address.
Telephone number	A reception, planning desk or gate phone number.
IBAN	A bank account number, for example to show on documents.
GLN	A Global Location Number used in EDI messages.
VAT number	An extra VAT number.
Name	A name to contact, without creating a full contact person.
Different...	Anything else.

Find contact information

• On a business, open the Information tab and expand Contact Persons or Contact details. The number in brackets shows how many there are.
• On a location, expand Contact details on its first tab.
• On a transport order, click the contact person's name next to the customer to open their details.