In MICE, you can add clients and suppliers. to these clients and organisations you can link contacts.
Clients and contacts can be selected when creating an event. The contact person(s) of a supplier can be selected when sending a document.
Clients can also be created when creating an event or while processing a request.
Add a new client or supplier
Step 1: In the navigation bar, click on 'relations'.
Step 2: Choose whether you want to add a client or supplier. This can be done in the menu on the top left. You can switch here by clicking on the arrow on the right (see image).
Step 3: Fill in the data and click save.
Step 4: Your new client or supplier is now in the customer database and you can add contacts.
Add or link a client and contact in an event
After a client requested an event via the widget, filled company and personal details are added to the event automatically. When a client is new, the system will propose to add a new contact. If the filled details match a yet existing client, the system proposes to link the new contact to the existing contact. For this process, the following details are taken into account:
for clients: client name, email, phone number, address or postal code
for contact persons: full name, email or phone number