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Create Contact

Adding contacts improves communication, streamlines tasks, and boosts management by maintaining detailed records of key individuals.

Updated over 2 months ago

Follow these steps to set up a contact and input all relevant details:

  1. Open the Businesses List:

    • From the sidebar menu, select "Businesses" to access contact management.

  2. Navigate to Contacts:

    • Click on "Contacts" to view existing contacts and options for adding new ones.

  3. Create a New Contact:

    • Click the "New" button to start entering details for a new contact.
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      Displays the contacts list with job titles, companies, and contact status. A contact (Robert Brown) is selected, showing detailed info like company, phone number, and activity status.

  4. Enter Contact Information:

    • Input essential details such as full name, job title, tax ID, and any relevant notes.

  5. Add a Photo:

    • Upload a photo of the contact to help visually identify them.

  6. Associate with a Company (if applicable):

    • If the contact is affiliated with a company or organization, add this association by entering the company name in the search field or by clicking the associated icon.

  7. Select Classification:

    • Choose a classification for the contact. If you select "Service Provider," a new tab for "Role Assignments" will appear.

  8. Enable Email Notifications:

    • To send an email to the contact when relevant actions are submitted, enable "Email Notifications".
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      Shows the "New Contact" form where you enter a contact’s full name, company, classification, and job title. Status is marked "Active."

  9. Enter Contact Information:

    • Under the "Contact Info" section, provide one or more types of contact details.
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      Displays the contact info section where multiple contact methods (Email, Mobile, Work) can be added with their values.

  10. Enter Address Information:

    • Go to the "Address" section and input the contact’s address.
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      This section captures the contact's address, including city, postal code, state, and country. It also allows selecting a primary address type.

  11. Assign Roles (for Service Providers):

    • If the contact is a service provider, navigate to the "Role Assignments" section. Click "Add" to assign a role("External Contractor"), allowing the user to participate in work orders, tasks, and requests. Choose permissions for all assets or specific ones as needed.
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      The pop-up lets you assign a role (e.g., External Contractor) to the contact, either for all assets or specific ones.

  12. Role Assignment by Organization:

    • Note that the user might receive roles assigned by their organization.

  13. Save the Contact:

    • After entering all necessary information, click "Save" to add the contact to the list.
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      Shows the updated contact "Mike Davis" in the list with full details displayed on the right—company, email, address, and creator info. A success message confirms the contact was saved.


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