Bulk Import Companies and Contacts
As an Admin, click on Bulk Import and download the Contact File Template.
Key in or copy and paste the information to the Contact File Template. When completed, upload the template. Note: First Name, Last Name, and Company are mandatory fields.
Your Company and Contact will automatically upload to the Contact Management dashboard for you to review.
Merge Existing Contacts
As an Admin, you can pick two companies you want to merge, click on their entries, then hit the Merge icon to combine their company details or contact info.
Choose the main record you want to keep. The other record will merge into it, including any projects and BOMs linked to it.
Create Company Contact
As an Admin or User, you can click into the Contact Management icon to create a new Company contact.
Next, select Create New and enter in company information.
As an Admin or User, you can edit an existing Company contact by selecting the three vertical dots, however only an Admin can delete a contact.
Create Individual Contacts
Both an Admin and User can click into the Contact Management icon and select the Contacts tab to create a new contact.
Next, select Create New and enter in the contact information.
Note: Individual contacts are linked to a company. A Company contact will need to be created prior to the contact so the company information (e.g. address) can populate into the contact information.
Apply Customer Information to Quote, Submittal and O&M
Start a job by selecting Create Project.
You can select any of the stakeholder field and begin typing. The contact in your Contact Management will begin to populate.
After creating the project, select Create BOM. You can select the company or individual contact for your Primary and/or Secondary customer.
When ready to create your Quote, Submittal, or O&M, you will see all of your inputted information from above populate into the Cover Page.
