On the customer detail, you can add contacts.
These contacts can be given certain roles, which will be auto-prefilled when sending out certain e-mails from Qargo.
The roles available to link to a contact:
Billing
OperationsCMR/POD Processing
Other
Billing
This is used as default for tasks that have been configured for sending out invoices.
The role can be assigned while creating a customer contact or to an already existing contact as shown below(both on customer and subcontractor page)
Operations
This is used as default for tasks for sending out transport orders to the subcontractors.
The role can be assigned while creating a customer contact or to an already existing contact as shown below(both on customer and subcontractor page)-(Same way as descirbed in the visuals under Billing)
CMR/POD Processing
Direct all CMR/POD-related communications to the right contact and email.
Task configured to send CMRs/PODs after upload or trip completion, will use the contact(s) with this role as email recipients
If no contact has this role designated, email may go to a fallback contact, like Billing (depending on configuration).
Other
This can be configured for any other e-mail tasks that will be added in the system
The role can be assigned while creating a customer contact or to an already existing contact as shown below(both on customer and subcontractor page)-(Same way as described in the visuals under Billing)
‼️ If a contact does not have a role, then it will not be able to be targeted by certain automated or manual contact tasks.
To locate which task is using which contact role, navigate to Configuration -> Tasks and locate the related task:
Below Task example indicates that the invoices will be sent to the contacts that have "Billing" assigned as a role:
The full overview of contacts and roles assigned can also be found under Customers > Contacts tab which will also allow you to make adjustments in the full overview page:
