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ConstructionOnline Knowledge Base

Contacts

Contacts

Essential Guide to Contacts in ConstructionOnline™

Public vs. Private Contact Details

Add New Contacts

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

ClientLink™ and TeamLink™ Contacts

Add ClientLink™ and/or TeamLink™ Users to Projects

Manage ClientLink™ and/or TeamLink™ Permissions

Send Project Invitations to Clients and Subcontractors

Preview the Portal

View a ClientLink/TeamLink User's Last Login

Remove a ClientLink or TeamLink User from a Project

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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 re-send 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 [a specific ConstructionOnline feature, item, or functionality]?

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?

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