IMOS On-Prem - Contacts Tab - Voyage Manager

View IMOS Documentation in the Help Center.

On the Voyage Manager Contacts tab, for each counterparty associated with the voyage, you can display the information for selected individual contacts from that counterparty's Address Book entry.

Phone numbers and contact information appear on the tab for each Contact, so you can easily see how to reach them. To see the company's Address Book entry, click its link.

Adding a Contact

To add a contact:

1. On the Contacts tab of the Voyage Manager, click .
2. Select one of the following:
   • Voyage Companies:
     
     On the Select Voyage Contacts form, select from all the contacts of all the associated voyage companies and then click OK.
   • Other Company:
     
     
     1. On the Voyage Contact form, select a Short Name from the Address Book. Any other completed fields on the Address Book record (Type, Full Name, Address, Phone, Fax, etc.) are pulled in.
     2. You can also do the following:
        • Assign a Contact Role, after setting up Voyage Contact Roles.
        • Add Attachments.
        • Select a Subcontact (from the Contacts grid on the Address Book entry).
     3. To save the Contact, click .
3. Click  to refresh the Contacts list. The Contacts list is a standard list; you can sort, filter, and select columns for it.
   • For a Subcontact, the details for the Subcontact appear in the list.
   • For a Company, the details for the Company appear in the list.
     • If a Company is the main contact, the Contact Last Name column has a Main Contact link to open the Contact form.
     • If a main contact has not been selected, the Contact Last Name column has a Select Contact link to open the Select Voyage Contacts form.

Edit Shared Resources

Users are able to manage the forms and information that are shared with Companies in the Contacts tab as long as an existing partnership is active with the Company in your Veslink network.

To manage this information:

1. Click the "Edit Shared Resources" hyperlink.
   
   
   
2. Users will be brought the the following screen, allowing them to check which forms can be shared with the partner. 
   Note: These settings will appear by default for a specific partner on all voyages after editing shared resources in one voyage.