Contacts
Create and manage contact records for clients, subs, vendors, and more.
- Essential Guide to Contacts in ConstructionOnline™
- Public vs. Private Contact Details
- Add a New Contact
- Import Contacts
- View a Contact's Projects
- View a Contact's History
- Edit a Contact
- Bulk Edit the Properties of Multiple Contacts
- Convert a Contact to a Lead
- Export Contacts to Excel
- Delete a Contact
- Bulk Delete Multiple Contacts
- Hide Leads in your Contacts List
- Convert a Contact
FAQ: Contacts
- What is the difference between the different Contacts types in ConstructionOnline™?
- How can I import Contacts from Google/Outlook?
- How can I add multiple Contacts at once?
- Can I convert a Contact from one type to another?
- How do I convert a Contact from one type to another?
- How do I manage permissions for Contacts?
- Can I change the Public Details of a Contact?
- How do I delete a Contact?
- What happens when I delete a Contact?
- Can I have multiple ConstructionOnline Contacts with the same email address?
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
- What are ClientLink™ and TeamLink™ Contacts?
- Do I need to manually send project invitations to my clients/subs?
- My client/sub says they can't find their project invitation. How do I resend their project invitation emails?
- I accidentally put in the wrong email when setting up my client or sub's account. How can I fix this?
- What is the difference between a Contact's Public and Private Details?
- Can I change my client or sub's contact information?
- Can I reset my client or sub's password?
- Can I customize what my clients and subs are able to view and do in the Portal?
- How do I see what my client/sub sees?
- I'm previewing the Portal, why can't I see _______?
- Why can't my client/sub view photos in the Photostream?
- Can I change my client or sub's notification settings?
- I accidentally added my client as a TeamLink Contact. Can I convert it?
- What support resources are available for my clients and subs with ConstructionOnline?
- What should I do if I still have questions about managing my company's ClientLink/TeamLink Users?
Companies
- Add a New Company
- Import Companies
- Manage Column Order & Visibility for Companies
- Edit a Company
- Add Attachments to a Company
- Delete a Company
- Filter Companies
- Add Contacts to a Company
- View Contacts Associated with a Company
- Set the Primary Contact for a Company
- Edit Company Contact Details
- Remove a Contact from a Company