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How to Manage Contacts

Home Menu--> Contacts tab
To view all the Active companies, click on the “Active” tab and click on the “Blocked” tab to view blocked companies respectively.
Click on each company to view Company Details that include:
1. Basic Info tab: Displays this company’s Statistical Data, Basic Details (where you can Block this company, make it a preferred company (toggle the button on the right side of the Basic Details section), and rate it (click on the stars).
2. Staff tab: See the staff you worked with in previous projects/inspections/tasks and their Certifications. This page will also allow you to audit the certification section and identify if this contact is in compliance.
3. Score Card tab: keep internal notes about this contact.

** To add a new contact please visit the article titled “How to Add Contacts.”

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