Creating a Contact

Each business can have multiple contacts for various different purposes. For example, a main billing or shipping contact requesting freight movement or a rep when you're dispatching your shipments to a third party carrier. There are many ways to enter a business in Pegasys throughout the application to keep you in flow.

From the Business page
Open the Business record that you would like to associate the contact with.
Click on the Create button beneath the contact list.
Fill in the contact details.
Click Create.

From a Contact dropdown
Contact dropdowns appear throughout the application. For example, when you are adding a contact to a shipment. You can quickly create contacts on the fly without breaking your flow.

Click the + button beside the location dropdown.
Fill in the contact form.
Click Create.
You will be returned to your form with the new contact preselected.

Contact Fields
Name - The Name of the contact.
Description - Alias used to provide context to the contact. (Example: Billing)
Phone - The main phone number for the contact.
Mobile Phone - The secondary phone number for the contact.
Email - The email for the contact. This is where you can setup configurations around emailing documents.

Updated on: 01/31/2021