Use the Adding Contacts screen to manage contacts in ProContractor.
Contacts do not pertain to only a single company. If you set up multiple companies in ProContractor, contacts set up in any one of them are available in all of them.
If you are using ProContractor Mobile, you need to create a contact for each mobile device user. These mobile users do not need to be ProContractor users.
- Select .The Adding Contacts screen opens.
- Enter the appropriate
information to the five fields that make up the contact name (Title, First Name,
Initial, Last Name, and Suffix). To modify an existing contact, in the
Name field click to select the
contact you want to modify from a lookup list. See Lookup List for details.Note: Only the first name and last name are required.
- Complete the remaining fields as needed.
- Click Save Contact.Note: To delete a contact, locate the contact and click Delete Contact, and then click Yes.