The Contacts page manages the essential external people linked to your parent entities, such as foremen, suppliers, and specialists. Organising these records ensures that every Company has the correct child records for communication and coordination across your worksites.

This guide covers:

• Mapping external contacts to their respective parent Companies.
• Downloading and populating the contact import template.
• Utilising protected drop-down menus for data consistency.
• Resolving validation errors during the bulk upload process.
• Locating and managing imported records within the All People tab.

Start confidently and get results fast.

💡 Power User Insight: By correctly linking Contacts to Companies in the hierarchy, you ensure that site-level communication flows through the established top-down data structure shown in the system schema.