Contacts

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. Contacts can be created for each organization or added to your organization from existing organizations or assets.

Add contacts

Prerequisites

You have created an organization

Steps

On the top bar, select Contacts, select Create contact.
Fill in all any contact details and select Create. You only need to fill in one field to save the contact.
Edit a contact at any time by selecting the Settings icon to the right of the contact > Edit.

Item	Name	Details
1	Create contact	You can add contacts on the fly by filling in a single field. You can add more information at a later time
2	Company	Once you enter a company, it will appear in a dropdown when you create new contacts
3	Role	Create roles that are relevant to your daily work, e.g. asset manager, tax advisor, investor, etc. Once you create a role, it will appear in a dropdown when you create new contacts
4	Tags	You can use topic-related tags to optimize your searches for all kinds of information, e.g. operations & maintenance, bank, etc.

Search for contacts

You can search for contacts using the simple search field, or you can filter contacts based on various criteria, including first or last name, phone number, email, role, or company. Even if you only have partial information for a contact, you can still search using the criteria that you do know.