You can find the Contact menu in the Organism Context.
In Secutix, there are two main types of contacts:
- Individuals: An individual person. They can have two roles:
- Public: Private person, non related to a company
- Relay: Professional individual linked to a structure
- Structures: Enterprises, companies, schools, NGOs...
The main difference in the contacts lies in:
Different connections can be established among the contact files depending on their contact role in the organization.
- Public individual: a natural person with no relation with other contact type.
- Individual subsidiary of a parent individual: binding relationship between two individuals.
- Rely individual of a structure: a natural person who serves as contact point for a legal person.
- Individual member of a structure: a natural person identified as workforce of a legal person.
- Public structure: file of the legal person that gathers the historicals of different individuals associated with it.
- Structure subsidiary of a mother structure: binding relationship between two structures.
ADD: BEWARE OF TURNING A “PRIVATE” CONTACT INTO A RELAY AND ONE PERSON HAVING MORE THAN ONE FILE DEPENDING ON ROLE
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There are also other types of contacts
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. However, depending on the needs of your institution, you might not see all of them.
- Guides: The schedule and the visits they guide can be managed with Secutix. You can learn more about them here.
- Suppliers
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- : a contact available on the interfaces of the module ‘Goods’, where a supplier is selected.
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- Partners: a contact that has a contract with the organization within an agreement of sales.
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- Producers: a contact that can be associated with an event as a producer and can access the sales information of your events.
- Support: a contact with access to the personal accounts of the clients. The purpose of this is carrying out support verifications of their personal areas.
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- Artists:
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- Exhibitors:
GUIDES: https://confluence.secutix.com/display/RN/Schedule+guides+before+selling https://confluence.secutix.com/display/RN/Guides+planning+with+margin
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