Contact persons and family members

In the window Customer/Business Entity Details, on the tab Family Members/Contact Persons (depending on the customer type) or in the window Retail Customer/Business Entity Edition (section hidden by default), it is possible to:

  • Preview the details of a family member/contact person
  • Edit the data (including consents) of a family member/contact person
  • Add a new family member/contact person
Family Members tab in Customer Details window

The addition/modification window displayed for a family member/contact person presents the following fields:

  • Title
  • First Name – required by default
  • Last Name – required by default
  • Type of Relationship – it makes it possible to select one of the options defined in the ERP system (for instance: Father, Mother, Son, Daughter). It applies to a family member.
  • Position Held – it makes it possible to select one of the options defined in the ERP system (for instance: Administrator, Manager, Director, Employee). It applies to a contact person.
  • Date of Birth – it includes the fields: Day, Month (with a drop-down selection list), and It applies to a family member.
  • Phone
  • E-mail Address
  • Consents
Add New Family Member window
Note
In the layout management window, it is possible to specify required fields that would need to be filled in while adding a contact person/family member.

In the window Edit Family Member/Contact Person, it is also possible to delete a family member/contact person.

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