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Knowledge Base
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  • UDA Technologies
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Contacts
  • Getting Started
    • Account Settings
    • Cloud Integrations
    • Company Public Profile
    • Company Cost Codes
  • Projects
  • Contacts
    • Company Users
    • ClientLink & TeamLink
  • Files & Photos
    • Add, Edit, or Delete
    • Share, Copy, or Move
  • Sales Management
    • Lead Tracking
    • Opportunities
  • Financials
    • Estimating
    • Selections
    • Change Orders
    • Invoicing
    • Financial Reports
    • QuickBooks Online Integration
    • QuickBooks Desktop Integration (Socket)
    • Items Database & Company Costbooks
  • Communication
    • Envoy™ Chat
    • Messages
    • Inbound Emails
    • Call Logs
    • Requests for Information (RFIs)
    • Submittals
    • Transmittals
  • Calendars & Schedules
    • Calendars
    • Scheduling
    • Scheduling Reports
  • Project Tracking
    • Daily Logging
    • To Dos
    • Punch Lists
    • Checklists
  • Time Tracking
  • Redline™
    • Redline™ Planroom
    • Redline™ Takeoff
  • Reporting
    • GamePlan™
    • ScoreCard
  • Customer Service
  • SuiteLink
  • ConstructionOnline Drive
  • ClientLink/TeamLink Help Articles
  • ConstructionOnline Mobile App
      Back to home
      1. Knowledge Base
      2. Contacts
      • Getting Started
        • Account Settings
        • Cloud Integrations
        • Company Public Profile
        • Company Cost Codes
      • Projects
      • Contacts
        • Company Users
        • ClientLink & TeamLink
      • Files & Photos
        • Add, Edit, or Delete
        • Share, Copy, or Move
      • Sales Management
        • Lead Tracking
        • Opportunities
      • Financials
        • Estimating
        • Selections
        • Change Orders
        • Invoicing
        • Financial Reports
        • QuickBooks Online Integration
        • QuickBooks Desktop Integration (Socket)
        • Items Database & Company Costbooks
      • Communication
        • Envoy™ Chat
        • Messages
        • Inbound Emails
        • Call Logs
        • Requests for Information (RFIs)
        • Submittals
        • Transmittals
      • Calendars & Schedules
        • Calendars
        • Scheduling
        • Scheduling Reports
      • Project Tracking
        • Daily Logging
        • To Dos
        • Punch Lists
        • Checklists
      • Time Tracking
      • Redline™
        • Redline™ Planroom
        • Redline™ Takeoff
      • Reporting
        • GamePlan™
        • ScoreCard
      • Customer Service
      • SuiteLink
      • ConstructionOnline Drive
      • ClientLink/TeamLink Help Articles
      • ConstructionOnline Mobile App

      Contacts

      Company Contacts, ClientLink Contacts, TeamLink Contacts, Basic Contacts, and Inactive Contacts
      • Bulk Delete Multiple Contacts
      • Export Contacts to Excel
      • Bulk Edit the Properties of Multiple Contacts
      • Add Company Contacts
      • Add ClientLink, TeamLink, and Basic Contacts
      • Edit a Contact
      • Delete a Contact
      • Public vs. Private Contact Details
      • Import Contacts
      • View a Contact's Projects
      • View a Contact's History
      • Add a Call Log to a Contact
      • Convert a Contact to a Lead
      • Hide Leads in your Contacts List

      Company Users

      • Manage Company User Permissions
      • Designate a New Company Administrator
      • Set Employee Password
      • Set Employee's Notification Preferences
      • Set Custom Project Permissions for Employees
      • Delete a Company User
      See more

      ClientLink & TeamLink

      • View a ClientLink/TeamLink User's Last Login
      • Add ClientLink/TeamLink Users to a Project
      • Remove ClientLink/TeamLink Users from a Project
      • Preview the Portal
      • Understanding ClientLink/TeamLink Permissions
      • Manage ClientLink/TeamLink Permissions
      • Send Project Invitation to ClientLink/TeamLink Users
      • Share Albums/Folders to the Portal
      • Copy Albums/Folders to the Portal
      • Remove Albums/Folders from the Portal
      See more
      • UDA Technologies
      • Contact UDA Support