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Adding a contact

Add contacts such as vendors, subcontractors, General contractors and receivers

Mary Beth avatar
Written by Mary Beth
Updated over a month ago

2. Click on the menu in the top left

3. Click on "Contacts"

4. Click on "External collaborators, subcontractors, vendors"

Click on "External collaborators, subcontractors, vendors"

5. Click on the button that reads "Add collaborator"

Click on the button that reads "Add collaborator"

6. Click on the dropdown for "what role do they play?"

Here you can select from Vendor, Subcontractor, Service provider, Outside designer, Outside general contractor, or Receiver

Here is also where you will add in all of the relevant information for this contact.

7. Click on "Save"

Click on "Save"

Now you can add these collaborators in various places throughout the platform including on your project timeline or in the vendor fields on products.

Have questions? Chat us from your project dashboard or email support at hello@materio.co

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