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Contacts
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Unlike organization users, contacts include operations and maintenance teams, banks, and other individuals involved in the daily operations of your assets who may not use the platform. As an asset manager, you may need to track various types of contacts and may collect new contact information during meetings, phone calls, or other interactions. Often, you may have minimal information, such as a name and telephone number, or just the name of a company. You can swiftly add contacts by filling in a single field and filling in additional details later. Or you simply upload a list of your already collected contacts as CSV file. Contacts can be created for each organization or added to your organization from existing organizations or assets.
Add a single contact
Prerequisites
An organizational structure with assets already exists.
You are the organization owner, an admin, or a member of all domains or the operations domain
Steps
Select an organization level from the side bar and select the domain tab Contacts.
Select +New contact.
Fill in all any contact details:
Company: Once you enter a company, it will appear in a dropdown when you create new contacts.
Role: Create roles that are relevant to your daily work, for example asset manager, tax advisor, investor, etc. Once you create a role, it will appear in a dropdown when you create new contacts.
Tags: You can use topic-related tags to optimize your searches for all kinds of information, for example operations & maintenance, bank, etc.
Select Create. Your new contact will appear in the list of contacts.
Fill in the contact details
Note
You only need to fill in a single field to create a contact. You can add more information at a later time by selecting the 
Options menu > 
Edit for each contact in the list.
Add several contacts via CSV file
Prerequisites
An organizational structure with assets already exists.
You are the organization owner, an admin, or a member of all domains or the operations domain
Steps
Select an organization level from the side bar and select the domain tab Contacts.
Select
Upload file and select the CSV file with the contacts you want to import. After the upload, the system scans your file for matching columns:Matching columns: The system matches your data to the system columns with the contact attributes automatically. If some of your data could not be matched to a system column, you will have to match the columns from your CSV file manually to the missing system columns:
Select the column of your CSV file to match the missing system column. Then select Next.
On the next page, a table with all the matching data is displayed. Select Finish when you reviewed the table. All imported contacts appear in the contacts list.
Note
The upload of contacts has to be done on each level separately, so that the contacts are linked to the correct assets.
Search and filter contacts
You can search for contacts using the simple Search field, or the Filters above the contacts list. Filter contacts based on various criteria, including first or last name, phone number, email, role, company, or tags. Even if you only have partial information for a contact, you can still search using the criteria that you do know.