Adding a Contact to a Contractor Record
1: Add a New Contact
Open the contractor or supplier profile you want to add a new
contact to and click + New Contact.
Tip: Use the Global Search
function on the dashboard to quickly search through and find
2: Enter Contact Details
Enter name, address, and other details in the available fields
on the Add New Contact form. Add additional
information about the contact in the Notes field.
Note: Email and website details added
to the form appear as live links on the contractor profile, making
it easy to send emails and visit the contractor's web page.
3: Choose Contact Options
Select one or more departments that will use this person as
their contact. Select the Make Primary Contact
checkbox to make the person the primary contact when dealing with
this contractor, then click Save.
Tip: Make someone a primary contact if
they're the best person in the company to go to for answers and
advice. Primary contacts are also searchable by name when adding
labor to a work order.
Note: You may add multiple contacts
for the same contractor, and assign different contacts to different
departments in your organization.
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