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Manage external contacts that are involved in the daily operations of a specific asset.
About contacts
Unlike users, contacts include operations and maintenance teams, contracting partners, banks, and other entities who may not use the platform. Store their contact details in the portal and link them to tasks, documents, or as contracting parties.
Types of contacts
Persons
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Persons are single individuals who are associated with the asset in some way.
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They are always linked to an organizational level.
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They can be assigned to companies.
Companies
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Companies are not tied to any specific organizational level.
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They exist as an organization-wide database and can be linked as a contracting party or assigned to persons.
Views of the Contacts domain
Enter the Contacts domain in platform view, by selecting the dedicated domain tab for 
Overview
In the overview, you see a list of all contacts grouped by their type into a Persons and a Company tab. Select a tab to see only the contacts of that respective type.
Note
Contacts from sub-assets are consolidated to higher asset levels. You can see the respective sub-asset in the column Organizational level.
Quick view for persons
Select a person to display a quick view of its details in a side panel.
|
Name |
Details |
|
|---|---|---|
|
1 |
General info |
View the person’s details you enter upon creation. |
|
2 |
Linked items |
Link other items of the portal to that person. See also Link other items with a contact. |
|
3 |
Detailed view |
Go to detailed view. |
Quick view for companies
Select a company to display a quick view of its details in a side panel.
|
Name |
Details |
|
|---|---|---|
|
1 |
General info |
View the company’s details you enter upon creation. |
|
2 |
Assigned person |
See persons associated with that company and assign more. By hovering over a person, you can also unassign them very quickly from the company. |
|
3 |
Link items |
Link other items of the portal to that company. |
|
4 |
Detailed view |
Go to detailed view. |
Detailed view
Select Go to detailed view in the quick view to open the person’s or company’s details on a separate page.
Monitor contacts on the dashboard
To help you work efficiently, contacts are evaluated in the following widgets on the dashboard: