Clients Contacts

The Contacts section allows users to add Contacts to a Client, which can then be used to assign a Primary Contact within the Client Details section.

Contacts added at the Client Level can also be assigned to Sites associated with that Client, this is performed within the Sites Contacts area.

The Contacts section includes a Sites dropdown filter, allowing users to filter Contacts by Site based on the Sites to which they have been assigned.

There is also a Quick Search which allows the users to target the Name, Job Role, Email & Phone Number.

The Site(s) column within the list table will list all the sites that the Contact has been associated with.

Users with the relevant System Access permissions can edit an existing Contact at any time by selecting the desired record from the list table.

To add a new Contact, the user must enter Edit mode and select the Add Contact button located above the right-hand side of the table.

Once selected, the system directs the user to a new contact record on the Details page to enter a First Name, Last Name, Job Role, Email & Phone for the Contact.

To delete an existing Contact the user must have the relevant System Access permissions. To perform the action, the user must enter Edit mode and select the Delete button located in the top right corner.

If a Contact is currently assigned to one or more Sites, it must be unassigned from those Sites before it can be deleted. If a user attempts to delete a Contact that is still assigned to a Site, the system prevents the deletion and displays an error message identifying the Sites to which the Contact is currently assigned.

Deleted Contact records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records. These records can be restored by opening the deleted record and selecting the Restore button located in the top-right corner.