How to create Contact Type
This article will help you to set up the Contact Type
Please follow the below steps to set up the new Contact Type
- Navigate to the 3PM Construction Web Portal and login
- On the left-hand main menu, select Contacts-> Contact Settings
- Click on the Contact Types button
- Click on the + sign to add a new Contact Type
- Choose the Type from the Supplier or Client
- Name of the Type
- Click on Submit to save
Related Articles
How to create Qualification Type
This article will help you to set up the Qualification Type Please follow the below steps to set up the new Qualification Type Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Contact Settings Click ...How to setup Contact Settings
This article will help you to set up the Contact Settings Please follow the below steps to set up the Contact Settings Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings Supplier ...How to create a Client
It's important to note that if the Xero Integration is enabled under Company Settings, the Clients list will be automatically updated from Xero Please follow the below steps to create a new Client Navigate to the 3PM Construction Web Portal and login ...How to Create a Supplier
It's important to note that if the Xero Integration is enabled under Company Settings, the Supplier list will be automatically updated from Xero if available Please follow the below steps to create a new Supplier Navigate to the 3PM Construction Web ...How to Change project type to Charge up Project
Follow the steps below to Change the Quoted type of Project to Charge up Project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Project Name which will open an Overview page of the Project ...