Contacts
A Contact is a company or individual who has contractual relationship with your company in multiple project. For example: a client, drilling company, excavation subcontractor, utility locating contractor, etc. could be defined as a Contact.
To access this page:
Go to the left-hand navigation menu and select Account > User Management.
The page should appear as follows:
Add New Contact
- Click + New Contact button.
- Specify the Type of Contact once the Contact Info dialog pops up. A contact could be either Client or Contractor.
- Enter personal information (First Name, Last Name, Email Address, Telephone) under the Personal Info section.
- Enter company information (Name, Telephone, Street Address, City, Country, Website) under the Company Info section.
- Hit ✔️Save to keep any input and changes made.
You can re-use this contact in any project just by searching them in corresponding lists.