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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 year ago

2. Click on the menu in the top left

Click on the menu in the top right

3. Click on "Contacts"

Click on "People"

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

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

7. Type their email address

Type their email address

8. Type their first and last name

Type their first and last name

9. Type in their company name

Type in their company name

10. Type in their phone number

Type in their phone number

11. Add any relevant notes about the contact

Add any relevant notes about the contact

12. 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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