A contact is a person that you deal with at a partner, such as a sales representative, an accountant or a logistics coordinator. The partner’s Contacts tab keeps their job title, email and phone, so your team knows who to call at that partner, and how.
A contact is not a member. A member works in your organization and signs in to Beelocity. A contact works for the partner, has no account and cannot sign in. The tab is a list for your team to read. No document, email or picker in Beelocity uses a contact, and Beelocity sends nothing to one.
Contact Fields
| Field | Description |
|---|---|
| First name / Last name | The person’s name. Beelocity saves the row only when it has both. |
| Job title | Their role at the partner, such as “Export manager”, “Head of purchasing” or “Warehouse supervisor”. |
| Their email address, for you to write to. | |
| Phone | Their office line or their mobile number. |
| Primary | The person your team calls first at this partner. The first contact that you add is primary. If you tick Primary on another contact, the tick moves to it, so a partner has at most one. |
| Active | Clear it when the person leaves. The row stays on the tab. |
The tab has no field for a department, a second phone number or notes.
Managing Contacts
Only the owner of your organization can add or change a contact. No other built-in role can, so anyone else needs a role that the owner gives them (Roles and Permissions).
- Open Business Partners → Partners, and open the partner.
- Choose its Contacts tab, and click Add.
- Fill in the row. Beelocity saves the row when you leave a cell (Reading a record).
You can add as many contacts as you need. The tab is also there on a new partner, and the first Add saves the partner before it opens the contact.
Tips
- Mark one primary contact on every partner. Your team calls this person when it does not know who else to call. Without one, your team has to guess, and it may reach the wrong person.
- Fill in the job title. When your team has a question about a delivery, it can find the logistics contact rather than the sales representative.
- Deactivate a contact who leaves, rather than delete them. Clear Active on their row. The row stays on the tab, so your team can still see who dealt with this partner before.