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How To Add A Contact

This article provides instructions for adding new contacts. Adding a contact does not associate the new contact with any projects. To associate a contact with a new project, see how to Associate Contacts With A Project.

Add Employees

New employee accounts are created by having an admin, or employee with proper permission, send the desired employee an invite to create their account.

  1. From the main menu of the application, select Home
  2. Navigate to the employee contacts page by selecting Contacts > Employees from the main menu.
  3. Towards the top of the page click to open a modal window with a form asking you to enter details.
  4. Enter the employee's details and then choose to simply add them as a contact or to add them as a contact and invite them to create an account if an email was provided.

Add Trade Partners

  1. From the main menu of the application, select Home
  2. Navigate to the trade partners contacts page by selecting Contacts > Trade Partners from the main menu.
  3. Towards the top of the page click to open a modal dialog window with a form asking you to enter details.
  4. Enter the trade partner's details then choose to simply add them as a contact or to add them as a contact and invite them to create an account if an email was provided.

Add Clients

  1. From the main menu of the application, select Home
  2. Navigate to the employee contacts page by selecting Contacts > Clients from the main menu.
  3. Towards the top of the page click to open a modal window with a form asking you to enter details.
  4. Enter the client's details and then choose to simply add them as a contact or to add them as a contact and invite them to create an account if an email was provided.

Last update: September 30, 2020