In this article, we cover:
Adding contacts that are not directly tied to specific projects can streamline your workflow in ProLine. These contacts could include subcontractors, real estate agents, suppliers, or other important contacts.
Adding Non-Customer Contacts:
Navigate to Contacts: Go to the hamburger menu > Contacts.
Add New Contact: Click on the Add Contact button.
Fill Out Contact Information: Enter the first name, last name, and any other relevant information.
Select Contact Type: Set the contact type to the appropriate category (e.g., subcontractor, supplier).
Save Contact: Click Save to add the contact to your database.
Customizing Contact Types:
Go to Company Settings: Navigate to hamburger menu > Company Settings > Contacts.
Customize Contact Types: Here, you can add or edit contact types to suit your needs.
Set Default Contact Type: Choose the default contact type for new entries.
Using Saved Contacts:
Search for Contact: Use the search bar at the top to find the contact by name.
Communicate Through ProLine: You can text or call them directly through ProLine.
Set as Default Contact: For work orders or other documents, you can set the contact as a default recipient.
By adding and customizing contact types, you ensure that all important contacts are easily accessible and categorized correctly within ProLine, simplifying your workflow and enhancing efficiency.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.