Records of persons, companies and organisational groups

Records of entities - i.e. persons, companies and their parts are an essential part of all processes that have a relationship with the company's surroundings

AyMINE can adapt well to the needs that you have for the overview of contacts. From a simple directory, which is needed by implementation teams, to a clear record of suppliers, to a comprehensive CRM supporting business, communication and marketing. The record of entities is always a central object.

• Types of entities
  • Person
  • Company or organisation
  • Divisions / organizational units / stores
• Differences of entities by process areas
  • Quality management
  • Access to the e-shop or portal
  • Related records

Types of entities

Person

A person is always a specific natural person.
A natural person can be a tradesman and store information, e.g. about a tax number.

A natural person is in the directory as a separate item, or as a worker of one of the organisations.

Company or organisation

A number of other data can be tied to the company - depending on the processes and the scope of use - e.g.:

• Price lists that they use (as customers or suppliers)
• Supplier evaluation
• Invoices
• Divisions and workers
  and others

Divisions / organizational units / stores

Divisions or organizational units are always part of an organization, never stand alone, Typical use is:

• Individual stores of the retail chain
• Individual production plants
  The description of the division is similar to that of a company - it can have all data of its own. The division can track separately, e.g. in financial reports.

Differences of entities by process areas

The support of different processes makes it possible to track additional data for the entities. Some cases are listed below, but their list is definitely not complete

Quality management

Within QA, information on qualifications can be collected from external entities - both at company and people level. For example, it is possible to store information on the professional qualifications of the supplier's employees, which is necessary for the audit

Access to the e-shop or portal

If you use AyMINE e.g. for mass communication, or as an e-shop, the contacts are linked to information about their access rights, the last access or the period of validity of the GDPR consent.

Related records

• Each entity is stored in one address book.
• Entities can be grouped into contact groups