Creating Contacts

How can I create a new contact related to an address.

People or Contacts are individuals associated with any Client or Vendor (Address ID).

There are 2 ways to create a new contact.

Step 1 A:

1. Click on Projects->Clients and open the Address ID you want to associate the new contact with and click the People tab.
2. Then click the New Contact button.
   

or

Step 1 B:

Click + New and then click Contact

Step 2:

At a minimum, fill in the required fields.  (Address ID and Name).

1. Address ID - should be the Address ID of the Client or Vendor you want the contact to be associated with.  This may auto populate when adding a new contact.
2. Name

Step 3:

Add additional information for the contact like:

• Phone (mobile, home or work)
• Email (work or home/personal)
• Preferred Email
• Types of emailed documents
• Personal notes about the contact

Email Options RFQ, Proposal, Purchase Order, Invoice:

• Email RFQ's:  Vendor Contact's preferred email address will be added when sending an RFQ via e-mail.
  
  • This will default to the 'Email work address'  If 'Email home address' is checked, it will also be included.
  • This will be in addition to the default Vendor email address.
• Email Orders:  'Email To:' auto fills with Vendor Contact's preferred email address when sharing purchase orders.
  
  • The 'Email Work Address' and/or 'Email Home address' must be checked, depending on the preference.
  • This will be in addition to the Vendor email address.

• Email Proposals:  'Email To:' auto fills with the Client Contact's preferred email address when selecting to share Proposals.
  
  • The 'Email Work Address' and/or 'Email Home address' must be checked, depending on the preference.

• • This will be in addition to the Client email address.
• Email Invoices:  'Email To:' auto fills with the Client Contact's preferred email address when selecting to share Invoices.
  
  • The 'Email Work Address' and/or 'Email Home address' must be checked, depending on the preference.
  • This will be in addition to the Client email address.

Copy To:

Add this contact via CC on emailed documents.  Acts as described above, but email address is auto filled into the CC section of the message.

• Email Orders CopyTo
• Email Proposals CopyTo
• Email Invoices CopyTo

Client Portal / Interactive Documents email options:

This Contact will receive auto-generated response emails from Studio Designer when the Client takes the following actions:

• Receive Approval/Reject Interactive Documents
• Receive Approval/Reject Client Portal
• Receive Like/Dislike Client Portal