Follow these steps to set up a contact and input all relevant details to ensure accurate and effective use within your system.
Open the Businesses List: From the sidebar menu, select "Businesses" to access contact management.
Navigate to Contacts: Click on "Contacts" to view existing contacts and options for adding new ones.
Create a New Contact: Click the "New" button to start entering details for a new contact.
Enter Contact Information: Input essential details such as full name, job title, tax ID, and any relevant notes.
Add a Photo: Upload a photo of the contact to help visually identify them.
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.
Select Classification: Choose a classification for the contact. If you select "Service Provider," a new tab for "Role Assignments" will appear.
Enable Email Notifications: To send an email to the contact when relevant actions are submitted, enable "Email Notifications".
Enter Contact Information: Under the "Contact Info" tab, provide one or more types of contact details.
Enter Address Information: Go to the "Address" tab and input the contact’s address.
Assign Roles (for Service Providers): If the contact is a service provider, open the "Role Assignments" tab. 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.
Role Assignment by Organization: Note that the user might receive roles assigned by their organization.
Save the Contact: After entering all necessary information, click "Save" to add the contact to the list.
