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Prerequisites:
None
In this article:
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| Table of Contents |
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Contact records require:
- A first and last name.
- A unique email address.
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- Select Configuration/Contacts from the navigation menu to open the Contacts page
- Click the + button at the bottom of the page to open the New Contact form.
- Provide the required detail information and optional Address and state license information.
- If available, this information is provided can be included on reports, emails, etc.
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Associate a Contact to an existing Project
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Toggling the Inactive status to Active will automatically send the user and email with instructions for logging in. |
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Inactivate a Contact record
Inactivating a contact record will prevent the individual from being linked to projects and from receiving emails.
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- Projects in which the individual is associated no longer display the contact record.
- The individual cannot be associated to new projects.
- The individual will not be able to receive emails for downloading project deliverables.
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Contacts that have been inactivated can be reactivated at any time. |
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Deleting a Contact record
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- Projects in which the individual is associated no longer display the contact record.
- The individual cannot be associated to new projects.
- The individual will not be able to receive emails for downloading project deliverables.
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Deleted contacts cannot be restored without assistance. |
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