Contact Management

Settings

• Contact management settings.

Companies

• Companies overview.
• Add companies manually.
• Import companies and contacts from a Microsoft Excel file.
• Edit the company profile.
• Make a company active or inactive.
• Assign company type classifications.
• Assign special company classification for Business Enterprise, such as MBE, WBE, or DBE.
• Add multiple contacts and locations to a company record.

Contacts

• Contacts overview.
• Add contacts manually.
• Import companies and contacts from a Microsoft Excel file.
• Edit a contact.
• Make a contact active or inactive.

Subcontractor and supplier insurance and licenses

• Configure the company insurance information manually.
• Import company insurance information from a Microsoft Excel file.
• Add or edit the company licenses.
• Send an email with the expired insurance and license information.

Other

• View the Contact Management module calendar and alerts.