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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

  1. Click + New button from the table toolbar.
  2. Select the Type of Contact. A contact is either a Client or a Contractor.
  3. Enter data for Contact Person: First Name, Last Name, Email Address, Telephone.
  4. Enter data for Company Info.: Name, Telephone, Street Address, City, Country, Website.
  5. Click Save.
You can use a Contact in project data entry page or on borehole data entry page by selecting it from the list.
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