Creating and Managing Contacts

Adam Graetz
Adam Graetz
  • Updated

ServiceTrade offers Contact management at the Location and at the Company level.

In this article, we will walk users through creating new Contacts and adding existing Contacts to your Companies and Locations.

 

Creating New Contacts on a Company or Location

  1. To begin, navigate to the Company or Location to which you want to add a Contact.
  2. Click the Contacts icon next to the name of the entity.
    ST-Office-Contact_On_Location_Button.png
  3. Clicking this link will open a new window where you can select Add Existing Contact or Create New Contact. If you need to add an existing Contact to a Location or Company, please skip ahead in this article.
    ContactPopup.png
  4. After clicking Create New Contact, a window with multiple text fields will appear. The red asterisk indicates that both the name fields and the type field are required.
    The type field requests the Contact's role for this particular site. The available contact Types are below:
    • Primary Job Contact
    • Financial
    • Management
    • On-Site
    • Owner
    • Sales
    • Scheduling
    • Other

      Note
      : Checking the Primary Contact box will mark this Contact as the default for all communication that originates from ServiceTrade (quotes, Service and Invoice Links, etc.)Contacts3.png
  5. Once you have added the desired information, click the green Create Contact button, and the Contacts associated with the Company or Location will be displayed in a list. If you marked the Contact as the primary, then a label will appear next to their name noting this.

CreateContact.png

 

Adding an Existing Contact to a Location or Company

  1. To begin, navigate to the Company or Location which you want to edit a Contact.
  2. Click the Contacts icon next to the name of the entity.
  3. From the Contact pop-up, click Add Existing Contact. 
  4. In the new window, begin typing the name of the existing Contact you wish to add to your Location or Company.
    ContactSearch.png
  5. When the desired Contact appears, click on it in the Search drop-down menu. The Contact's information will then populate in the text fields below. ContactSelection.png
  6. Once done, click the green Add Contact button to add the Contact to the Location or Company. The added Contact will be displayed in a list with any other Contacts on the Location or Company.
    AddContact.png

 

FAQs

Can I add additional fields to Contacts, such as a Fax number?  

ServiceTrade Location or Company Contacts represent up to three phone numbers and an email address. If you have a Contact that has a nonstandard phone number type, such as a fax number, use the Alternate Phone field.

 

How do I export Contacts?

  1. Click the Customers button in the navigation bar.
  2. Next, click Contacts.
  3. From this screen, click "Export to Spreadsheet" in the upper right-hand corner of the window.
    Note: Only users with the "Export Contacts" activity can see this button and perform this action.
  4. This will then download a .CSV spreadsheet file to your computer containing all of the Contacts that you have populated on your Contacts page.

ST-Office-Export_Contact.gif

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