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 are a Contact.
To access this page:
Go to the left-hand navigation menu and select Account > Contacts.
Creating a Contact
- Click + New button from the table toolbar.
- Select the Type of Contact. A contact is either a Client or a Contractor.
- Enter data for Contact Person: First Name, Last Name, Email Address, Telephone.
- Enter data for Company Info.: Name, Telephone, Street Address, City, Country, Website.
- Click Save.
You can use a Contact in project data entry page or on borehole data entry page by selecting it from the list.