How to add Job Contacts

How to add Job Contacts

How to add Job Contacts to a Job?

To add a Job Contact to a Job:
  1. Navigate to the Job Contacts tab within a Job.
  2. Click the +New Job Contact tab to open the Job Contact form.


In the 'New Job Contact' form:
  1. Enter the name or email address of a contact to filter the list of contacts in the application.
  2. Use the magnifying glass to broaden the search and scroll through the list of contacts.
  3. Utilize the 'Advanced Lookup' option to access an expanded search view.



In the Expanded Search view:
  1. Enter the name or email address of a contact to filter the list of contacts in the application.
  2. Select the desired contact from the filtered list.
  3. Click the 'Done' button to save.
  4. If your initial search does not return the desired results, you can expand the search to All Contacts (instead of Active Contacts) (**new** updated 12/28/2023)


Select Job Contact Type:
  1. Expand the Job Contact Types lookup with the magnifying glass to the right of the field
  2. Select the desired Contact Type from the dropdown list


Is the selected Contact the Main Client:
  1. If yes, toggle the Yes/No option to Yes.


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