Overview
The Add New Contact feature on INGENIOUS.BUILD simplifies external contact management within your workspace. Leveraging a global database ensures clean and accurate contact records by preventing duplicates. The intuitive interface lets users quickly add or edit contacts, enhancing collaboration across teams and projects.
Designed for efficiency, the feature integrates seamlessly with the platform's broader project management tools, making INGENIOUS.BUILD the go-to solution for streamlined workflows and improved productivity in the construction and real estate industries.
Prerequisites
Want to import contacts? Please reference Import Contacts help article.
Process
Add an Individual Contact
1. Navigate to the Contacts drop-down tab on the left navigation and click Companies
2. Click on "Add New Contact" in the top right corner
3. Enter the contact's email address in the search bar.
The search bar will identify if the email address belongs to an existing workspace.
If the contact does not exist, you will be prompted to enter the contact's information, Select the workspace, and click "Save to Contact List".
Note: When you enter the user's email address, the email search bar will search the Ingenious global database and identify the user to avoid duplicates. If the contact exists, it will show you the contact and give you a message "User is already in the contact list".
Edit Contact Details
Important: You will only be able to edit contact details for off-system contacts. The contacts on-system will need to update their information on their end.
1. Click the contact you wish to edit from the contacts list or search for that contact's name.
2. Click on "Edit Contact" located in the top right corner, and enter the contact information
3. Once the contact edits have been saved, click the "Save" button in the top right corner of the screen to return to the list of contacts.
Also See