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
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 Contacts > Companies > New > Company |
User Contacts
User Contacts are a great way to centralize all of the information you have about a specific user. These contacts are linked to a 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 Contacts > People > New > Person |
Tags
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 Contacts > Tags > New Tag |
Manage Tags Contacts > Tags |
Importing Contacts
If you already have an existing directory that you would like to import, you can use BuildingBlok's contact import wizard.
File type
CSV
Columns
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 ,
or ;
characters)
Import contacts Contacts > People > More > Import |
Undo an import
We all make mistakes and there's to need to worry, you can always undo the last import.
Contacts > People > More > Undo Last Import |
Add Person Contact to a Project
From People Page Contacts > People > More Actions dropdown on contact row > Invite to Project |
From Person Contact's Projects page Contacts > People > View Person > Projects > Add to Project |
From Project Members page Projects > View Project > View Project Members (top right) > Add from People |
Add Company Contact to a Project
From Companies Page Contacts > Companies > More Actions dropdown on contact row > Invite to Project |
From Company Contact's Projects page Contacts > Companies > View Company > Projects > Add to Project |
From Project Members page Projects > View Project > View Project Members (top right) > Add from People |