Directory & Contacts

Directory & Contacts

Directory and Contacts In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is a New button which enables you to quickly add a new contact of any type. Each contact type section has the ability to add contacts via a .csv file upload. In the upper right section of each contact is a blue button View Import Template. Clicking this downloads the template to load contacts into. Simply save your .csv file after inputting contacts then click the green Import button to import. Also see help for How do I save my Excel file as a CSV.

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    • Directory & Contacts

      In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is a 'New' button which ...

    • Types of Directory Contacts

      Directory In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is a “New” ...

    • Directory

      Directory Contractor Foreman breaks down your contacts into categories. These help with organization as well as speeding up data entry by keeping lists shorter and searches faster. The categories are, Employees, Customers, Contractors, Vendors and ...

    • Importing Contacts

      Importing contacts into your Directory is a simple process with Contractor Foreman. In the web panel, you can import the following contact types; Employees Vendors Contractors Customers Misc. Contacts Contacts must be in CSV format and match the ...

    • How do I add Additional Contacts to a Directory record?

      To add an Additional Contact to a Directory record, go to the Menu and choose Directory. Open the directory Record in question and scroll down to the section that says Additional Contacts and click Add Additional Contact. Make sure to be in preview ...