Use this dialog box to add and edit information for new companies and contacts.

Contact:

Initials

Enter the initials of the contact you are adding.

Title

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

Full Name

Enter the contact's full name.

User Account

Click browse next to the User Account field to select a valid user account to link to the contact. This is necessary in order to use a contact in the document approval and document owner processes. One user account can have multiple contacts linked to it.

Add To:

Existing Company

Use this option if you are adding this contact to an existing company.

Company

Select the company to add the contact to from the drop-down list.

Note: Inactive companies do not appear in the list.

New Company

Use this option if you are adding this contact to a new company.

Abbreviation

Enter a unique abbreviation for the new company using up to twenty characters.

Company Name

Enter the full name of the company.

Spec Section

Click in this field to display the Specification drop-down list. Select the specification item that best describes this company. Documents can be sorted or filtered by specification number, so you can easily locate and view documents of a particular spec type. You can add a new specification section to this list in the Specification Sections Detail Dialog Box.

Role

Click in this field and select the company's role from the drop-down list.

How to access this dialog box:

1. From the Project View, right-click the top-level project (All Projects) and click New Project.
2. Click Contacts.
3. Click Add Contact.

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