Project teams are typically made up of users from different companies. BuildingBlok helps you manage all of your contacts in one place.
You can create company and user contacts with details such as address, phone and notes and then invite those contacts to your projects.
Company Contacts are a great way to centralize all of the information you have about a specific company. These contacts are typically linked to specific user contacts. When you update the name of a company contact, the company name on linked user contacts will be updated as well, so the company name is consistent.
Create a company contact
People > Companies > New > Company
User Contacts are a great way to centralize all of the information you have about a specific user. These contacts are linked to specific company contact, which helps make sure users are associated with the correct company and that the company name is always consistent.
Create a user contact
People > Contacts > New > Person
Tags are a great way to keep your contacts organized. Whether it's adding a tag for a trade or a specific a list that you want to invite to a project or send an invitation to bid to, tags allow flexibility in categorizing your contacts.
Create a Tag
People > Contacts > New > Tag
People > Companies > New > Tag
People > Contacts > More > Manage Tags
People > Companies > More > Manage Tags
If you already have an existing directory that you would like to import, you can use BuildingBlok's contact import wizard.
First Name, Last Name, Email, Company, Job Title, Phone 1, Phone 2, Fax, Address, City, State, Zip Code, County/Locale, Country, Note, Tags (will be split on any
People > Contacts > More > Import
Undo an import
We all make mistakes and there's to need to worry, you can always undo the last import.
People > Contacts > More > Undo Last Import