Managing People and Contacts
Keep borrowers, contractors, and inspectors current in People, because every notice goes to the contact details stored there.
Quick Reference
Click People in the sidebar.
Filter by Account Type.
Click a row, then click Edit on the section you need.
Click Save. Future notices use the new details.
Before You Start
Your administrator has given you permission to edit contacts.
Step 1 — Find a Person
Filter and open
Filter by Account Type: Borrower, General Contractor, or Inspector. Click the row to open the record.
Step 2 — Update the Contact
Edit the Profile
Click Edit on the Profile section, change the email or phone, and click Save. Each section of the record saves on its own.
Tips
DO
- •Add new borrowers and contractors here before you create a project.
- •Update emails and phone numbers as soon as they change.
WATCH FOR
- •Notices go to the details stored in People, so an old email means missed notices.
- •Each section saves separately. Click Save on every section you change.
Troubleshooting
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