Adding a new individual

You can add an external individual such as a general contractor, subcontractor, capital provider, tenant, owner, developer, and vendor.

Note: Ensure that full access is provided to the Contact Management permissions.

To add a new individual, perform the following steps.

1. At the top-left of the page, click Contacts.


2. On the Contacts page, click the Individuals tab.

3. Click + New Individual.
4. In the New Individual dialog box, enter the following details.

Field Description
First Name The first name of the individual. This field is mandatory.
Last Name The last name of the individual. This field is mandatory.

Email Address

The email address of the individual. This field is mandatory.

Job Title

The job tile of the individual.

 

Individual Type

The individual type, such as General Contractor, subcontractor, vendor, and so on.

Individual Category

The individual category, such as Remodeling Expert, Industrial Contractor, Commercial Contractor, and so on.

Note: According to the selected individual type, individual categories vary.

Phone Number

The phone number of the individual.

Note:  

• To add a phone number, click + New Phone Number.

• You can add multiple phone numbers for mobile, office, and other.

• To remove a phone number, click Remove .

Address

The address of the individual.

Note:  

• To add an address, click + New Address.

• You can add multiple addresses and set one of them as a primary address.

• By default, the latest added or edited address sets to primary.

• To edit an address, click three-dots and select Edit.

• To delete an address, click three-dots and select Delete.

Related Organizations

 The organization related to the individual. This action will add the individual to the related organizations record. If the organization does not exist, see Adding a new organization.

Notes

Additional notes, if any.
5. Click + New Individual.

A message is displayed indicating that the individual is created successfully.