3.4. Client Contacts

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The |contacts| subtab on client page shows the current client contact persons, and allows the addition of new contacts with the [add new contact] button

Client contact person

The client contact person is defined, and using the [next] button, their addresses and publication preferences

The contact's Email address is important as that is the address that will be used for the contact's emailed analysis results as well as lost password requests

Publication preferences

Publication preferences specify the media in which the results of an analysis request requested for that client contact should be returned. This may be by fax, email, print or file - in the latter case, results are returned as comma delimited spreadsheet attachment to emails

Client contact publication preference

Highlight the Contacts preferred publication methods. Selected preferences are shown in orange. To select more than one preference, hold the [Ctrl] key on your keyboard down while clicking on the preference you want to select

E-mailed results for the contact can be cc'd to any of the clients' other contacts by selecting them in Contacts to cc field, typically accounts departments or QC management colleagues. These selected contacts will then be added to the analysis request forms for this contact by default

User account and login

Once the client contact has been defined, it is necessary to define a userid for that person to access the system. This is done using the |login details| subtab

Client contacts are able to create new client contacts
for their company, but they are not permitted to create login details
for the new contact. This must be requested from the lab personnel

Client contact login details

Once the client contact has a login defined, a confirmation message is presented

Confirmation of client login definition

The client may now login to the system to submit analysis requests, orders and edit set-up data like analysis profiles and specifications, and to view results

Next: Client analysis profiles Previous: Client actions and set-up