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...
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.
- Relay 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.
BEWARE OF TURNING A “PRIVATE” CONTACT INTO A RELAY AND ONE PERSON HAVING MORE THAN ONE FILE DEPENDING ON ROLE
There are also other types of contacts. 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: a contact available on the interfaces of the module ‘Goods’, where a supplier is selected.
- Partners: a contact that has a contract with the organization within an agreement of sales.
- 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.
- Artists:
- Exhibitors: