Knowledge Base

After creating a project you will enter contact information for all clients involved in the project. The first option to do so is by clicking "Add Client Contact" on the main project view as seen below:

You will select the "Role/Relationship For This Project" for this particular contact then either enter their first and last name as well as their email address and phone number. Email addresses and phone numbers must be unique. If one or the other is not unique, you will get the error message "This email (or phone number) is already in use as a primary email address (or phone number). You can then click on "From CRM" and search for that contact and add them to the project.

In this case we will select "Client" as their role and enter "Tester McClient" for their first and last name. After clicking "Save Contact", it will take you back to the main project view. Here you can add Tester's additional phone number(s) and email address(es) if applicable as well as add aditional contacts, if needed. You can also go to the Contacts page by clicking the "Contacts" icon to add/edit contacts as well as manage who from your staff will be involved in this particlar project.

After clicking "Add Phone Number", you will enter the contact's phone number, extension (if applicable), toggle whether or not the phone number is able to receive/send SMS messages and the type of phone number it is (Business, Cell, Fax, etc.) and click "Add Phone Number".

After clicking "Add Email Address", you will enter the contact's email address and select the type of email address it is (billeing home, etc.) and click "Add Email Address"

NOTE: If you would like to request signatures by email, you will need to enter a unique email address.

Now, the client's info is updated and displayed on the main project view as seen below. You can add additional phone numbers and email addresses and additional client conacts if needed.

One final way to add a contact is by clicking the "Actions" icon and choosing "Add Contact" from the drop down.

We will now go into further detail in the Contacts page by clicking the "Contacts" icon.

The Contacts page is where you can add/edit contacts as well as manage who from your staff will be involved in this particlar project. 

Let's start with "THE TEAM" section of the Contacts page. This will aid in managing who from your staff will be involved in this particular project. By default, the person who created the project becomes the Project Lead. In order to change the Project Lead, simply click the current Project Lead's badge and, from the drop down menu, select who the new Project Lead will be. You can also email the Project Lead by clicking their email address from the drop down menu.

Once you have confirmed the change, the system will switch the Project Lead and automatically add the previous Project Lead to a member of the team. 

To add additional team members to the project, simply click the "+" symbol, select who you would like to add to the team and confirm. Repeat this process until all desired team mebers have been added. You can also click any team member's icon to contact them by email or phone as well as remove them from the team.

NOTE: In order to invite a team meber to a shift via the Schedule/Project Calendar they first MUST be added to "THE TEAM" on the Contacts page.

By clicking the down arrow to the left of "THE TEAM", you can do things such as: view/edit team member's contact info, initiate contact to a team member and remove a team member.

Moving on to the "PROJECT CONTACTS" section of the Contacts page. This section allows you to add contact items, edit contact items, delete contacts as well as initiate contact to any of the project contacts. In order to add a project contact, click the "+" on the right side of the screen, select the contact's "Role/Relationship For This Project", enter their first and last name and then click "Save Contact". To view a particular project contact's information, simply click the "+" next to the contact's name. It is worth noting that you can click on either the origination address or destination address to get directions, copy or edit either address.

Below is one of the project contacts' view expanded. As mentioned above, this is where you can add contact items, edit contact items and delete contacts. You can also initiate contact to this project contact by clicking either their email address or their phone number and selecting an option from the drop down.