This article applies to users with one of the following roles:
- Suppliers
As of MoveIT 0.16.0 suppliers are able to specify a number of different contacts for their organisation as well as what those contact details should be used for.
What Type of Contacts Can be Listed?
At time of writing there are three different types of contacts that a supplier can have on file, it is possible to have one or more of ay type:
- Primary Referral Contact: this is an email address that will be used to send new referral information or referral updates for a referral or instruction where either a) the assigned supplier individual has no contact information, or b) a customer sent a referral themselves, e.g. through the quotes email and therefore a supplier individual was not selected. This email address will also be used to notify suppliers about aged instructions.
- Billing: this is an email address that all billing related emails will be sent to.
- Customer Contact: this is an email address and / or phone number that may be shown to a customer to enable them to contact a supplier directly.
How Can I Add Supplier Contacts?
At time of writing, to add new contacts you will need to contact the MoveIT team directly to request new or updated contacts.
In the near future, the MoveIT screens provided to suppliers to manage their organisations will be getting an overhaul, at which point you will be able to manage contacts easily within MoveIT.