In Fracttal One, the Third-Party module allows you to manage information about external companies, such as suppliers and service providers. Adding contacts to these companies is essential for maintaining efficient communication and assigning responsibilities in Work Orders (WOs).
Steps to Add a Contact to a Third Party
1. Go to "Third Parties" in the Catalogs menu and select the corresponding company.
2. Identify the third-party company to which you want to add the service provider's contact.
3. Go to the "Contacts" tab and click "Add".
4. A tab will open with fields to fill out, where you can enter the information and include the necessary contact details.
Contact Information to be Completed
- Add contact photo: To insert a photo, click on the box located in the upper left corner and upload the image file.
- Name and Branch: Enter the full name of the contact and, if applicable, the branch to which they belong.
- Position: Specify the position or role within the third-party company.
- Phone and Mobile: Enter the main contact numbers.
- Email: Provide the email address for communication.
- Skype and LinkedIn: If applicable, enter the Skype ID and LinkedIn profile of the contact.
- Add contact signature: Click on the camera icon inside the gray circle at the bottom to insert a signature image or sign digitally.
Complete the data and click "Accept".
Once you have finished entering the contact information, make sure to click "Save" to record the updates.
The added contacts can be assigned as responsible parties in Work Orders associated with the third-party company, facilitating management and communication.
Note: Before adding a contact, make sure the company is already registered in the system.