To add a contact to a company profile, navigate to System Menu > Lists > Companies.
From the companies screen, select the company you wish to add a contact(s) to. Once in the company profile, navigate to Company Menu > Contacts.
Add a new contact
To add a new contact, click the "+" icon above the grid. In the form, the company name will be pre-filled, and the contact will need to either be (1) created by clicking "+Add," or (2) selected from the pre-existing list of contacts (System Menu > Lists > Contacts).
By adding a contact to a company profile, a relationship is being created between the contact and the company.
If the contact already exists, they likely already have a relationship with a company in your system. DocBoss allows the same contact name to be connected to multiple customers, if required.
If the contact already exists, they likely already have a relationship with a company in your system. DocBoss allows the same contact name to be connected to multiple customers, if required.
Once a contact is added/selected, fill in the remaining data fields ( * signifies that the field is mandatory):
- Email: Enter customers email address if you want the ability to select them for distribution lists (this is not mandatory)
- Job Title: Enter customers job title, this will be required to be entered when creating your distribution list. It is not mandatory but avoids entering in the future.
- Allow web access: Enable this field to allow the access to the Customer Web Access/Portal. See this article for more information: Enable Customer Portal Access.
Note: Contacts can also be added to company profiles from the following pages:
1. Relationships (System Menu > Lists > Relationships)
2. Distribution Lists (System Menu > Admin > Distribution Lists)
3. Project Main (Project Menu > Set Up > Project Main > Users and Key Contacts > Customer/End User Contacts)