Adding / Editing Contacts & Companies

Adding/Editing Contacts Authorized system users can easily add, edit, and delete contacts in the system by navigating to Contacts in the left navigation.

To add a contact simply click the plus icon at the top right of the screen and enter at least the system required fields. Once complete, click save at the bottom of the modal.

To edit a contact, locate the desired contact in the list, or utilize the search box at the top right of the table. Click the desired contact name, and once their record is displayed, click the “pencil” icon at the bottom of the contact details box on the left. This will open up the slide out modal for updates. Once the updates are completed, click the save button at the bottom of the modal.

To delete a contact, follow the same process as editing a contact, and once the contact record is displayed, click the “trashcan” icon at the bottom of the contact details box on the left. Because contacts can be associated with other objects in the system such as companies, projects, and properties. Users are prompted with a box to type in the name of the contact to confirm the delete. Once the delete button is clicked the Contact will be deleted along with all existing relationships.

Adding, Editing, and Deleting Companies is the done in the same manner at contacts.

To associate contacts and companies is simple. For example, find the company you wish to associate your new contact. Go to the contacts section in the right column, and search for your newly added contact.. Once the name appears, click it and the association is made.

We are currently working on the ability to bulk upload contacts in the system.  Until we get this functionality completed, reach out to us and we can provide an excel template for importing contacts and companies into the system.  We will get these imported into the system as quickly and easily as possible.