Add Account Contacts

Systemize provides a way for you to keep track of Contacts in an Account. You can assign those Contacts to a particular Job. You can add Account Contacts in two places, either directly on the Account page or while you are in a Job. Adding the Contact in either place adds them into the list of available contacts to associate with the Job. You can take a Contact off of a Job, but the only place to delete the contact is through the Account page. To delete a Contact, see Related Articles below.


ADD A CONTACT ON THE ACCOUNT PAGE

  1. Go to Settings > Account > Accounts.
  2. Click on the name of the Account to add the Contact.
  3. Click on the + button to the right of Contacts and enter the Contact information.
  4. Click Save.

Add contacts to Account page

ADD A CONTACT IN A JOB

  1. Click on the Edit icon to the right of Account Contacts.
  2. Select a Contact from the list, or click the + icon at the top to add a new Contact.
  3. Click Save.

Add a contact in a Job.

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