Introduction
Managing the wealth of data about customers and subcontractors, can be challenging. Having critical company information visible allows users to make quicker and easier business decisions. Qargo Intelligence AI summaries uses the master data in Qargo to search the web and provide more context about each company, including:
VAT numbers
Addresses
Core business activities
Turnover
Number of employees
Customer Summary
A summary panel will show when viewing the customer profile. The profile is generated when the customer is first added to the system. If the customer profile already exists, the summary will generate the first time the profile is viewed.
A panel will display to the side of the General Info with the company summary.
Subcontractor Summary
A summary panel will show when viewing the subcontractor profile. The profile is generated when the subcontractor is first added to the system. If the subcontractor profile already exists, the summary will generate the first time the profile is viewed.
A panel will display to the side of the General Info with the company summary.
Summaries will also show when clicking into the Customer or Subcontractor profiles from the Locations submenu. However, the summary panel will not show in the location address page specifically.
