Contacts
- Unhiding Project Contacts
- About Contacts
- Create a Contact in the Hubsite
- Hiding Project Contacts
- Editing Company for "Filed Email" Contacts
- Creating a Contact Distribution List
- Editing a Contact
- Adding Contacts to a Project on CMap PIM
- Adding Contacts to a Project on CMap PIM
- Creating a new Hubsite Contact
Creating a company
Create Company
When creating a new contact, if you need to create a new company, click the new company button
located under the company field. All companies must have at least one contact, in order to be shown
in the companies list. Companies can only be made during the create Contact process.
Company Details
Fill in the company creation form, providing all the required information. When you are ready to create
the company, click Create.
After the company is created, the address information provided will be made into the Company's
default address.
The Location Name is used to identify different addresses belonging to the same company. E.g.
If you had a studio in London, it could be called London Branch
If a company role is set, when copying a contact into a project, the company role will be the suggested value. companies cannot have the same name.
Finish Creating Contact
The new company and the address created will now be populated in the Create a New Contact form.
You have successfully created a new Company!