What is a contact? A contact is a person who you deal with at the project level, that is not the main person on the account. Eg other supervisors/foreman, extra accounts person, OHS Rep.
A contact is also not the people you mainly deal with at a site level.
Once you have created your initial project. You are able to add multiple contacts on to that project so you can keep track of whom you are talking to.
To add a multiple contacts onto your project easy.
There are two types of contacts in FieldInsight
1) Known (you already have them in your data base)
2) New ( you have never engaged with them before)
Lets learn how to add each type of contact to your project.
Start by looking up your project
Then select the project you want to add the contact to
Then select the contacts tab and + Contact
If you already have contacts associated to this project they will be listed under the contact button
Now we will look at the two ways you can add a contact
1) Known (you already have them in your data base) you can search for them and add them to this project. This way you won't create a duplicate contact.
Your existing contact is now added to your project - you just need to click save.
You are done. The new contact is added to the project
The second type of contact is the New ( you have never engaged with them before)
Lets learn how to add them to your project.
Your done! If you have other contacts then just repeat the process