Contacts
About Contacts
Contacts are the individuals associated with organizations. Contacts are configured on the detail tabs of customers, engineers & architects, subcontractors, and vendors.
The contact information that you enter in Resources will be displayed in the header area of certain bid-level reports, such as the Private Bid Form and Request For Quotation reports.
Create a contact
- Navigate to the detail tab for any organization resource.
- In the Contacts area, select into the Name column to the right of the new contact
icon.
- Type in the contact's name.
- For each contact, you may enter the following information:
| Field | Description |
|---|---|
| Name | The contact's name. |
| Ext./Direct Line |
The contact's extension or direct phone number. If you enter 10 or more numbers without any formatting, B2W Estimate will automatically format the phone number using the following template: (nnn) nnn-nnnn. |
| Fax # |
The contact's fax number. If you enter a fax number here, it will be used when B2W Estimate faxes bid forms or RFQs to this contact. If this value is left blank, the main fax number for the organization will be used. If you enter 10 or more numbers without any formatting, B2W Estimate will automatically format the phone number using the following template: (nnn) nnn-nnnn. |
| Mobile # |
The contact's mobile phone number. If you enter 10 or more numbers without any formatting, B2W Estimate will automatically format the phone number using the following template: (nnn) nnn-nnnn. |
| The contact's email address. Select this email address while pressing the control key on your keyboard to send an email message to the contact. | |
| Notes | An open text field which allows you to keep track of miscellaneous information pertaining to the contact. |
Delete a contact
- Navigate to the detail tab for any organization resource.
- In the Contacts area, select the record selector for the contact you want to delete. You may also highlight multiple rows with a control-select or a shift-select.
- Select the Delete Contacts button.
- Select OK to verify the deletion.
Edit an existing contact
- Navigate to the detail tab for any organization resource.
- In the Contacts area, select into the appropriate field and enter the updated information.
