- On the Company or Project level, click into the (Project) Contacts Module.

- After clicking Add Contact, a new contact profile will open.

Company Vs Individual

- An Individual is a person where a Company is a business entity.

- Companies can be referenced on any (Individual) Contact profile.


- Vendors (Subcontractors)

- Clients (Owners)

- Contacts (All Others, Inspectors)

External User Access

- Giving a Contact External User Access creates an external user with collaborator permissions and no access to any projects or company data.

- Creating Contacts in this way allows people without system access to be selected as Recipients in Change Orders (PCOs) and RFIs.

Importing Contacts
- Learn more about Importing Contacts here: Settings - Import Data

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