Edit/View Project Contact - Guest User Types - Company and Contact

Name

Description

Company Name

(Company)

The name of the Company.

Type

(Contact)

The Type of the Contact. This is a Guest User Type. Guest User Types are defined by System Administrators. Default Notifications and Permissions are also defined for each Guest User Type and this contact inherits those by default for this project but they can be over-ridden. See Project Contact - Permissions and Project Contact - Notifications.

QUESTION - How does this work with the notifcations and permissions? If the default notifications and permission are being used, does it just change those to the new user type selected? What happens if you have over-ridden the notifications or permissions and then the user type is changed. Are the permissions overriddent with the new default permissions or left as is?

1. Click on the drop down. The filter options appear.
2. Click on the filter option to apply.

The selected item will display in the drop down field in black writing.

If the drop down field is in grey writing it indicates there is no option selected.

Contact Name

(Contact)

The name of the Contact. This is a required field. This is for both the first and last name of the Contact and should be entered First Name first, then last name.

Title

(Contact)

Enter the title for the Contact. This is optional.

Address 1

(Contact)

Enter the address for the Contact. This is optional.

Address 2

(Contact)

Enter a second address for the Contact if required. This is optional. I

City

(Contact)

Enter the City for the Contact. This is optional.

State

(Contact)

Enter the State or Province for the Contact. This is optional.

Postal Code

(Contact)

Enter the postal code for the Contact. This is optional. If this Contact is copied to a new one using the Copy Contact function, this field will be copied.

Country

(Contact)

Enter the Country for the Contact. This is optional. If this Contact is copied to a new one using the Copy Contact function, this field will be copied.

Phone

(Contact)

Enter the land line phone number for the Contact or the company main phone number. This is optional. If this Contact is copied to a new one using the Copy Contact function, this field will be copied.

Extension

(Contact)

Enter the extension for the Contact. This is optional.

Cell

(Contact)

Enter the cell for the Contact. This is optional. If this Contact is copied to a new one using the Copy Contact function, this field will be copied.

Fax

(Contact)

Enter the fax for the Contact. This is optional. If this Contact is copied to a new one using the Copy Contact function, this field will be copied.

Email

(Contact)

The email for the Contact. This is a required field.

Selection Status

(Contact)

In various functions in the system to do with Contacts, there are options to select all Contacts (such as on the Contacts List when doing functions like sending a request for all contacts to update their contact information). This option is used to turn on or off, whether the Contact is included in the select all option.

If its ON, then the contact will be automatically selected in a select all contacts function (but the contact can still be individually deselected).

If its OFF, then the contact will not be included in the select all contacts function (but the contact can still be individually selected).

Labor Status / Union Status

(Company)

This is a field with a preset list of system values to choose from (i.e. the list can not be changed). Multiple options can be chosen in this list. The options are:

• Union
• Non-Union
• Prevailing Wage

Note* On the Company Edit form, this field is called Labor Status. On lists, this column is called Union Status.

1. Click on the drop down. The filter options appear.
2. Click on the filter option to apply. A checkmark appears next to the selection. The drop down list remains displayed.
3. To add more than one filter option, click on additional filter options. Each will have a check mark appear next to it.
4. Click on a Filter Option again to remove the check mark (if required) or to reset the filter back to none, ensure all check marks are removed.
5. When the selections are complete, click anywhere outside of the drop down to exit the drop down list.

The selected items will display in the drop down field in black writing.

If the drop down field is in grey writing it indicates there is no options selected.

Certifications

(Company)

This is a field with a preset list of system values to choose from (i.e. they can not be changed). Multiple options can be chosen in this list.

1. Click on the drop down. The filter options appear.
2. Click on the filter option to apply. A checkmark appears next to the selection. The drop down list remains displayed.
3. To add more than one filter option, click on additional filter options. Each will have a check mark appear next to it.
4. Click on a Filter Option again to remove the check mark (if required) or to reset the filter back to none, ensure all check marks are removed.
5. When the selections are complete, click anywhere outside of the drop down to exit the drop down list.

The selected items will display in the drop down field in black writing.

If the drop down field is in grey writing it indicates there is no options selected.

Sector

(Company)

This is a field with a preset list of system values to choose from (i.e. they can not be changed). Multiple options can be chosen in this list.

1. Click on the drop down. The filter options appear.
2. Click on the filter option to apply. A checkmark appears next to the selection. The drop down list remains displayed.
3. To add more than one filter option, click on additional filter options. Each will have a check mark appear next to it.
4. Click on a Filter Option again to remove the check mark (if required) or to reset the filter back to none, ensure all check marks are removed.
5. When the selections are complete, click anywhere outside of the drop down to exit the drop down list.

The selected items will display in the drop down field in black writing.

If the drop down field is in grey writing it indicates there is no options selected.

Notes

(Contact)

Notes for the Contact. Enter as required.