Sites Contacts

The Site Contacts area allows users with the relevant System Access Permissions to Add, Edit & Delete Contacts from the selected Site.

The Contacts section contains a Quick Search which targets the Contact’s Name.

To create a new Contact, users would need to select the Add Contact button located above the right-hand side of the table. The system will then direct the user to a new Site Contact record, opening automatically on the Details page, where the user can select a Contact to add.

The Contact dropdown lists all non-deleted Contacts that have been added to the Client’s Contacts area for the Client associated with the selected Site.

Once a Client is selected, the system automatically derives the Contact’s Job Role, Email, and Phone Number and displays them on the Site Contact Details page. These fields are not editable at the Site Level, as they are pulled directly from the Client Level Contact.

Contacts added to the Site are available for selection in the Primary Contact dropdown on the Site’s Details page. The Primary Contact’s Name and Email are automatically populated in the Attention and Email fields of the Sales Application Document.

If a contact is set as the Primary Contact for the Site, the system will prevent deletion if a user attempts to delete the Contact at the Site Level.

If a Contact is not the Primary Contact, users can delete them by entering Edit mode and selecting the Delete button in the top-right corner.

Deleted Contacts are highlighted in red within the list table, making it easy to identify them. However, deleted records are only visible to users with the Super User switch enabled.

Deleted Site Contacts can be restored by selecting the deleted record from the list page and selecting Restore in the top right corner.