This article provides information about the Settings/Configuration/Contacts page. Use the Contacts page to add, edit and inactivate contact records.

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 Typically a plan review project will also include contact information from one or more individuals.

Prerequisites:

    None

Contact records require:

1. A first and last name.
2. A unique email address.

Add a Contact record

1. Select Configuration/Contacts from the navigation menu to open the Contacts page
2. Click the + button at the bottom of the page to open the New Contact form.
3. Provide the required detail information and optional Address and state license information.
   1. If available, this information can be included on reports, emails, etc.

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Associate a Contact to an existing Project

1. From the Contact form, select the Projects tab.
2. Click the + button to open the Select a Project form.
   1. Enter the project number.
   2. Choose the appropriate contact role for the selected project (required).

   3. Switch on the Primary toggle if this individual is a primary contact for the selected project.

   4. Click the Confirm button to return to the Projects tab.

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Promoting a Contact to a Licensed User

Inactive a Contact record

Inactivating a contact record will prevent the individual from being linked to new projects and from receiving emails

1.Open the Contact detail record.

2.Switch the Active toggle off.

Inactivating a contact record results in the following:

• Projects in which the individual is associated no longer display the contact name.
• The individual will not be included in email alerts for downloading project deliverables.

Deleting a Contact record

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