When working in Transportly TMS, you can willingly enter a new contact person for your customers and carriers in the directory. There are three different methods to add a new Person.
Method number 1:
Click on the menu Directory located on the left side of your screen.
Under the Persons tab, you see the complete list of Persons from any Customer and Carrier. To add a new Person, simply click the button Add new.
Fill in the persons’ details and click Save.
Method number 2:
Click on the menu Directory located on the left side of your screen.
Under the Customers and Carriers tabs, you see the complete list of your customers and carriers. Click on the customers or carrier, where you want to add a new person. You will get to the customers' or carriers' details.
In the bottom part of the screen, there is a button Add person.
After you click on it, you can type in the persons' details in the form.
Method number 3:
If you have a new Person in an existing company, you can also add this person when creating an order. For the customer in Step 1, for the carrier in Step 3.