Contacts can be added to Company profiles. These contacts can be given certain roles, which will be automatically pre-filled when sending out certain e-mails from Qargo.
Once added, contact roles can be edited from within the company or contact details. The green check mark indicates the role is assigned to the contacts. Contacts can have multiple roles assigned.
The roles available:
Billing
Operations
CMR/POD Processing
Other
Payment reminders
The full overview of contacts and roles assigned can also be found under Companies > Contacts tab
Billing
This is used as default for tasks that have been configured for sending out invoices.
Operations
This is used as default for tasks for sending out transport orders to the subcontractors.
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
Payment reminders
This can be used to easily send reminders to the person responsible for payments for the company.
📚 The role can be assigned while creating a company contact or to an already existing contact as shown below; and applies to both customer and subcontractor contacts.
Using contacts in Tasks
‼️ 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
Locate the related task:
The task example below indicates that invoices will be sent to contacts that have 'Billing' and/or 'Payment reminders' assigned as a role:
