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 Spreadsheet: The Supplier Spreadsheet can be used to keep track of all your Suppliers and store information. How to create Supplier Spreadsheet
Client Spreadsheet The Client Spreadsheet can be used to keep track of all your Client and store information. How to create a Client Spreadsheet
Contact Types The Supplier and Client types are classified using the Contact Type. How to create a new Contact Type
Qualification Types Click on the Qualification Type button to add a new Qualification Type. How to create a new Qualification Type
Inactive Staff Click on the Inactive Staff button to view the Inactive/Archived staff members. How to show the Inactive Staff List
General Settings
Client Prefix: You can add prefix in the beginning of Client Number under Client details
Staff Prefix: You can add prefix in the beginning of Staff Number under Staff details
Supplier Prefix: You can add prefix in the beginning of Supplier Number under Supplier details
Pad with Zeros: The size of these fields can be determined by using the pad with zero option