15

Contacts

Company contacts

Epoptia Technical support (Orestis)

Last Update 3 jaar geleden

A contact can either be a client, a supplier, or just another contact of your company. 


Contacts may be used in various functionalities across the platform and they are vital for work orders.


Create & edit contacts

Inserting extra information about your contacts may consist of a name, an e-mail and more.


The e-mail will also be used in sending work order reports to your contact.


Moreover, comments can be added and used every time a work order is being assigned to.

This can be done by checking the "Show comments in work orders" check box.


Important note: The least you should do for Epoptia MES to function is to simply add clients. 


Contacts cannot be deleted unless they have been inserted manually and they have never been used in any work order before.

Contacts may also be set as Inactive.


Still need help? Message Us