Adding contacts

Add contacts for an inspection from the Contacts page.

To go to the Contacts page:

1. In the inspections list pane, select Inspections to work with inspections, or select Cases to work with cases.

2. In your inspections list or cases list, select the record you want to work with.
3. Select Contacts.

To add a contact:

1. Select ADD CONTACT.
2. Select Name and then enter the contact's name.

3. Select Contact Role and then select the contact's role for this record.

   Note:  Each contact role can be assigned to only one contact on the record. For example, if a record already has a contact assigned the role of Owner, you cannot add another contact with the contact role of Owner.

4. Enter other details for the contact—such as email address, phone numbers, and address—by selecting a field and then entering text.
5. To add or change additional information, select Additional Information. Enter the text. Select SAVE. If you do not want to save your changes, select or .
6. Select SAVE.