5.02.00 Contacts

Contacts list video

Contacts can be your company, subcontractors, Architects, engineers, clients, or, suppliers etc. - any entity involved with a project. Depending on your company's business practices, enter company information, contacts for those companies, company AEC information, and notes about a company.

There are also Contacts for each company - these 'sub-contacts' are not displayed in the Master Contacts list, although they are part of the Contacts table.

• It is important to set up YOUR company first (which is most likely the default bidding company).  The default bidding company is used on the Cover Sheet of each new Bid and on all Bid Reports and Proposals.

The Contacts list can be filtered by Contact Type (see next article) or Section:

When accessed by clicking the Lookup button in a field, the list is automatically filtered by the appropriate Contact Type.  For example, when accessed from the Subs Tab, the list is filtered to the Contact Type "Subcontractors".  This mapping is configured under Tools > Options > Lookups, described in Chapter 7.

create a new company contact:

• Click Master > Contact - the Contacts (Master) dialog opens

• Click New - the Company Detail (Master) dialog opens

• Enter a contact type in the Type field or click the Lookup tool to select from a list, see the next article, Contact Types for more information on setting up and using 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 this is the default bidding company
• Click on the AEC (Architectural, Engineering, Construction) Info Tab of the Company Detail (Master) dialog to add this option information

• Use the Notes tab to add notes about a company

• Click OK to return to the Master Contacts list

add Contacts to Company record

From the Company Details screen.

• Click New - the Contact Detail (Master) dialog opens

• Enter the contact's information and click OK to return to the Company Detail (Master) dialog

Importing Contacts