How do I add companies and contacts to my Project Contact tab?
To add contacts to your Project Contacts' tab, go to the Menu and select Projects and pick the Project you wish to add items to.
Click on the green pencil icon on the right to enter Edit mode and go to the Contacts tab. Here you can start adding project manager, safety contacts, and Site Manager.
Related Articles
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 & 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 ...
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 ...
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 ...
Adding a Project
Projects After adding your contacts in Contractor Foreman, Projects is generally the second step in setting up Contractor Foreman. Projects in Contractor Foreman are where basic project information is contained as well as containing links where you ...