A 360° vision of your contacts
The contact file is where all the information relative to a contact is in SecuTix. All the information linked to a contact can be accessed from this file. A vertical menu list is displayed to the left: each section’s content is displayed on the right side and can be organized in multiple horizontal tabs.
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Here's an example of how an order could be linked to several contacts and thus appear in different records:
A teacher calls a museum to make a reservation for a small group of students:
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- The teacher would be the relay of a school and he would be visiting the museum: the visit would appear in the cultural history of his relay contact file... and in his purchase history, as he made the order for the reservation.
- The students, if they were to have a contact file each, the visit would appear in their cultural history,
- The payment for the visit would be made by the school, so the visit would appear in the financial history of the school structure contact file.
Remember that in order to see most of these records you need to select a timeframe.
Below, we are going to go through the differences you'll find in a structure contact file vs. an individual contact file: