Overview
Account Setup
Each Carrier should have an account record created to store name, address, contact information, and to provide a parent record for contacts. Set the TMS Type field on each Carrier account.
Contact Setup
Create at least one Contact record under each Carrier Account record. This is strictly required for Carrier Services that use Email, Fax, or Phone for quoting, tendering, or status updates.
All Quoting contacts are emailed when an RFQ email is sent. All Tendering contacts are emailed when a tender email is sent. All Status contacts are emailed when a status update email is sent.