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How to Manage Contact Information for Trade Partners

Introduction

The Contact Person Information section allows you to maintain a comprehensive list of contacts associated with your trade partners. This feature ensures that key contact details are readily available for documents and communication purposes.

Benefits

  • Efficiently track multiple contacts for each trade partner.
  • Easily add email addresses for each contact.
  • Customize contact details to appear on documents when necessary.

When to Use

Utilize this section when:

  • You need to maintain contact details for a trade partner's representatives.
  • You want to include contact information on documents such as invoices, shipments, etc.

What Can Be Changed

  • Contact person’s name and additional details.
  • Email addresses associated with the contact.
  • Indication of whether the contact is marked as a representative for document display.

Which Role Can Access by Default

  • General Manager
  • Operation Manager
  • Accounting Manager
  • Accounting

Users in other roles can request this functionality with approval from an Admin or General Manager, after which a GoFreight support agent can grant access.

Step-by-Step Instructions

1. Adding a Contact Person

  1. Navigate to the Contact Person Information section within the trade partner profile.
  2. Click the "+" button to add a new contact.
  3. Enter the contact's name and any other relevant information.

2. Adding Email Addresses

  1. Click the blue pencil icon next to the contact's name to edit their details.
  2. Enter one or more email addresses for the contact.

3. Adding Additional Contact Information

  1. Click the "+" button next to the name to add more information, such as gender or birthday.

4. Setting Contact to Display in the Print Address on Documents

  • To have the contact appear as a representative on documents, check the Rep box.
  • To include their email address on documents, check the Email box.

5. Saving the Contact Information

  • Click Save to finalize the contact's details.

For a visual guide on this feature, please refer to the following video: