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Customer Contacts

ReposiTrak automatically monitors both your partners' repositories and yours for Documents that are missing, expired, or about to expire.  In the event of non-compliance, we send Document Notification reports listing the Documents in question.  Who receives alerts for their business is determined by the contacts each partner sets up for that purpose.  

Use this screen to review the Document contacts set up by your customer partners.  You can click the e-mail address to send an e-mail directly to the contact, or you can use the telephone numbers provided.

The list includes both primary and non primary contacts.

Primary Contact.  Receives notifications and appears in reports as the contact for questions.  

Non Primary Contact.  Receives notifications, but is not designated as the "primary." These contacts do not appear in notification reports.

 

Review your customers contacts

  1. Under My Partners > View/Email, click Customer Contacts.   

  2. Use the Partner Selection filter to choose which customer contacts to display.

All Customers.  All customers in your supply chain.  These are "forward" partners across your hierarchy levels.  For example, the customers to whom you sell your products are "one forward."  Their customer partners are "two forward."

Immediate Customers Only.  Partners with whom you do direct business.  "One forward" partners only.  

Specific Customer.  Select the partner from the drop-down list.

  1. Select the Contact Type:

Referential Document Notification.  Receives compliance and other notification reports.

New Vendor Enrollment Notification.  Receives notice when a new supplier signs up to their ReposiTrak initiative.

  1. Click Find to list all contacts from your Partner Selection choice, or

Narrow the search by entering a portion of the contact's Last Name.  You can use asterisks as wild cards.  Use the drop down to limit by Contact Selection type.  Click Find.

All.  All contact types.

Primary Contact.  Only contacts that receive notifications and appears in reports as the contact for questions about a Document's status.  

Non Primary Contact.  Only contacts that receive notifications, but are not designated as the "primary."

  1. To e-mail a partner, click their E-Mail address.

 

Columns

Partner.  Customer's company name and ReposiTrak Business Unit ID.

Contact Name.  Customer's contact name.

Contact Type.  Primary for questions or Non-Primary as the alternate.

E-mail.  Customer contact's e-mail address.  Click to send an e-mail.

Phone Number.  Customer contact's telephone number. 

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