Contacts can be found within any assignment and allows the user to:
1. Keep track of who is involved in the assignment
2. Communicate with these people from Reedge.
1. Keeping track of involved persons
We now know 4 different kinds of contact persons which can be found in the Contacts tab of your assignment
Internal contact are colleagues. Once added to an assignments, they can receive messages and be assigned to some task for the assignment.
The booking agent contact (can only be one) is point of contact with the booking agent. Once the company and the contact person selected, they can receive quotes/invoices as well as messages.
Customer contacts is the customer. There can only be 1 primary contact which has access to the customer portal. Any customer contact can send messages from Reedge, but needs to be marked as a billing party in order to be able to send quotes/invoices.
When selecting the service provider it also select the default contact persons within the company. The list of Service Provider contacts will be automatically updated.
2. Communication with contact persons
Once a contact person is added to the list, they can be mentionned in messages sent from Reedge.
If they are marked as billing party (only possible for booking agent and customer contacts) they can be selected as the receiver of the quote or invoice within the finance screens.