Before you begin working in a database, it is helpful to input all of the companies with whom you do business. Contacts can be your company, subcontractors, architects, engineers, clients, etc. Depending on your business practices, you can enter company information, contacts for those companies, company AEC information, and notes about a company.
It is important that you set up your company. Your company will most likely be the default bidding company. The default bidding company appears on the Cover Sheet of each new bid and on all bid reports.
To create a new database-level (default) company contact:
From the Master menu, click Contacts. The Contacts (Master) dialog appears.
Click 
. The Company
Detail (Master) dialog appears.
Enter a contact type in the
Type field or click the Lookup tool 
to select from a list, see Section
5.02 Contact Types for more information on Contact Types.
Enter in the contact's information in the fields provided.
Place a check in the box next to Use on Cover Sheet as a Bidding Company if you want this to be the default bidding company.
To keep a record of the important individuals who work for each of your company contacts, click the Contacts tab.
Click . The Contact
Detail (Master) dialog appears.
Enter the contact's information
and click 
to return to
the Company Detail
(Master)
dialog.
You may want to include more detailed information about a company. You can do this in AEC Info Tab of the Company Detail (Master) dialog. To include more detailed information about a company, click the AEC tab in the Company Detail (Master) dialog.
To input AEC (Architectural, Engineering, Construction) information:
Click the AEC tab in the Company Detail (Master) dialog.
Input the information you want to include.
To add notes about a company:
Click the Notes tab in the Company Detail (Master) dialog.
Enter any notes you want to include.
You may now modify any information on the Company
Detail or click
to return to the Contacts dialog.