Setting up new contacts (sub-contractors, employees, buyers)
We recommend setting up your contact list before entering new jobs to expedite the data entry however, you may add contacts as you are entering task information. If you don't have all the information to complete each field you may edit each contact at any time later.
Modify or update the Contact information
Select the forms tool in the tool menu, select job information, select the job to be modified or updated, then select the contact info tab. All client information will be available in the lower detail window of the master schedule after saving the new job.
Adding a contact from the Task Tab in the Detail Window
Enter the job, name and duration of the task and then click on the down arrow of the Sub-contractor and select <Add New>. A Contact Dialog box opens. Fill out all fields and then click on Save.