Create and Manage Contacts

User Personas: Admin | Project Management

Your Contact Log can be populated with your various business contacts so that your Users can easily email documents to project stakeholders with less effort. Your contacts may include (but are not limited to) vendors, owners, general contractors, subcontractors, etc.  

In order to populate a document's To, Reply To, Return To, Vendor, Billing Info, or Shipping Info dropdown, the contact must already be added into eSUB as detailed below. 

To perform the actions described in this article, a user must have the Company - Contacts - General Permissions and Change Status permissions.

Use the links below to quickly jump to a topic:

• View the Contact Log
• Create a Contact Manually
• Import Contacts
• Edit a Contact
• Delete a Contact
• Change a Contact's Status

1. Select Resources in the global navigation menu, then select Contacts in the slide out menu 
2. Use the search bar and the sort and filter options to refine the list
3. Select a contact to view it

Use the three-dot menu on a contact to quickly access actions for the contact.

Create a Contact Manually

From the Contact Log:

1. Select Add contact on the action button 
2. Fill in all required fields and any optional fields as desired
3. Select Save when finished 

How to create a contact

Import Contacts

From the Contact Log:

1. Select Import Contacts on the action button 
2. Download the file template and fill it out with your business contacts
   • Business Name and Business Type fields are required for each contact
   • For Business Type, choose from Consultant, GC, Supplier, Owner, Subcontractor, or Architect
   • Enter Yes in the AP Vendor field to designate the contact as a vendor for POs (Otherwise leave it blank)
3. Select Choose File and upload the filled-out file template
   • Double-click any of the inline fields to make changes if desired
4. Select Save when finished

How to import Contacts

Edit a Contact

From the Contact Log:

1. Select a contact to view it
2. Select Edit and make changes as desired
3. Select Save when finished

Delete a Contact

From the Contact Log:

1. Select a contact to view it
2. Select Delete
3. Select Continue on the pop-up modal

How to delete a contact

Only unused contacts can be deleted.

Change a Contact's Status

See the Available and Unavailable Statuses article for more guidance.

From the Contact Log:

1. Select a contact to view it
2. Select Edit and use the toggle on the Status field to change the status
3. Select Save when finished