Use this dialog box to record details about a new contact being added to a company.

Company Name

The company to which this contact is being added.

Abbreviation

The abbreviation of the company to which this contact is being added.

Spec Section

The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.

The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).

You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.

Role

The company's role.

Fields You Can Edit:

Full Name

The contact's full name.

The name must be unique.

Initials

The initials of the contact.

Job Title

Enter the contact's role or position in the company.

Key Contact

Select this option if you want this contact to be the key contact for the company. If the company has no key contact, this contact automatically becomes the key contact.

Address

The contact's street address.

Use as many lines as necessary to enter all the details of the address.

City/State/Country/Postal Code/Country Code

Enter the appropriate address information in each field.

Office Phone/Ext

Enter the office telephone number and extension.

E-mail Address

Enter this contact's e-mail or Internet address, as appropriate. The e-mail address is required for the contact to use the Contract Management e-mail functions.

Fax/Mobile/Pager

Enter the appropriate phone number information in each field.

Location

Enter the contact's primary location.

Title

Select the contact's title from the drop-down list.

Gender

Select the contact's gender.

Salutation

Enter the salutation that will appear on letters sent to this contact.

How to access this dialog box:

Click Add from a Select Contacts Dialog Box.

Or

1. Click Select corresponding to contact fields from various document windows and dialog boxes.
2. Click Add Contact from the Select Contact Dialog Box.

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