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Contacts
In the Contacts section you'll find all settings that are relevant for contact management.
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Contact Categories
All Contact Categories can be used for Company contact, crewing or purchase contacts.
Categories in gray letter are system categories and name cannot be changed.
With New a new category can be added and with Edit/Rename all categories can be changed.
Only categories which are not in use can be deleted.
System categories can never be deleted.
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Contact Responsibilities
Responsibilities are available for Contacts only (not for companies).
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Address Types
Address types in gray letter are system types and name cannot be changed.
With New a new type can be added and with Rename the name of the type can be changed. Only address types which are not in use or system type can be deleted.
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Correspondence Languages
All languages that are needed in the system have to be collected here. This is not for languages in which the system is installed.
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Transportation Types
Only available in Crewing!
For all crew changes a transportation type can be managed. The transportation types are arbitrary. With New a transportation type can be added and with Rename/Edit the name of the transportation type can be changed. Only transportation types which are not in use can be deleted.
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Event Types
Event types are in use for all communication notes. The names of event types are arbitrary. With New an event type can be added and with Rename the name of the event type can be changed. Only event types which are not in use can be deleted.
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Event Results
All possible results of events can be added with New and names can be changed with Rename. Only event results which are not in use can be deleted.
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Comment Types
For all comments in the system, types have to be used. All possible comment types can be added with New and can be changed with Edit. Only comment types which are not in use can be deleted. For each comment type a Right Level has to be given.
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Activity Categories
All Activity Categories are arbitrary. For adding and changing the Categories use New and Rename. Only Categories which are not in use can be deleted.
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Rating Types
All Rating Types are arbitrary. For adding and changing the types use New and Edit. Only Rating Types which are not in use can be deleted.
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Rating Intervals
All Rating Intervals are arbitrary. For adding and changing the types use New and Edit. Only Rating intervals which are not in use can be deleted.
All rating intervals have a start and end decimal number. As all ratings are an average of all raters, the rating result will be mostly a decimal number.
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Rating Warning Level
For Purchase and Crewing a decimal number can be given. Supplier or Agents which are under this average rating level will be displayed in System “Please note … rating is bad!”.