Contact Attribute File Maintenance

Use this page to define a standardized and validated list of classifications associated with contacts. Any given contact may be assigned an unlimited number of Attributes that help identify contacts associated with particular roles or responsibilities.

  • Office Manager

  • Estimator

  • Billing Admin

  • Payables Admin

  • Project Manager

  • Superintendent

  • Field Admin

  • Salesperson

  • Purchasing Manager

  • Shipping

  • Architect

  • Inspector

  • CPA

  • AGC

  • Subcontractor

  • Owner

  • Executive

  • Design Team

The contact attributes display alphabetically in the List box. You can add or delete contact attributes on this page. You can also delete attributes assigned to contacts. See the Attributes field in New/Edit Contact for more information.