How to connect Buildings, Customers and Contacts
Created by: Matt Song
Modified on: Thu, 4 Oct, 2018 at 10:29 AM
You must connect customers and contacts to the building in order for all 3 to be connected correctly.
Hover over the Browse tab near the top of the page and click Buildings when the drop-down appears.
Click the Edit icon under the Edit column for the building in question.
Scroll down to the bottom of the pop-up that appears.
The contacts created (but not yet connected to the building) will appear in a window on the left side of Add > (see instructional GIF below).
To connect one or more contacts from a building, select a name in the left box and click Add >. The name will appear in the right box when it is connected.
To remove one or more contact from a building, select a name in the right box and click < Remove. The name will appear in the left box when it is not connected.
Select a customer from the Customer drop-down menu to connect it to the building.
Click Save when done.
When creating a work order, your customers and contacts will be automatically populated based on the building you have selected. This will reduce the number of steps your dispatcher goes through.
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