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Working with Site Contacts
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Working with Site Contacts

Owned by Kimberly Onnen
Last updated: Dec 11, 2023
2 min read

When creating a site contact, you have the option to create a client contact. However, you can also create site-only and/or client-only contacts.

Accessing Site Contacts

You can access site contacts from the following:

  • On the Site Dashboard, select the View drop-down and select Contact. 

  • You can also select BOB > Site, and then select Contact View. You may be prompted to select the Client and Site and then select OK.

Viewing Site Contacts

The Site Contact view displays a table of site contacts that includes the following information:

  • Name

  • Email

  • Title

  • Primary Number

  • SMS Number

Creating a Site Contact

  1. On the Contact home screen, select Actions > Add New Contact to open the Site Contact screen.

  2. In the Client Details section, complete the following fields (* indicates required field):

    • Email Address*: Enter the contact's email address.

    • First Name*: Enter the contact's first name.

    • Last Name*: Enter the contact's last name.

    • Title*: Select the contact's title.

    • Search for Address*: Begin typing the physical address for the contact and select the appropriate address to auto-fill the address fields:

      • Address

      • City

      • State

      • Zip Code

  3. Mark Create client contact to create the client contact if it doesn't already exist. 

  4. In the Phone Details section, select Add New to add one or more telephone numbers.

  5. Select the Phone Type and enter the telephone number and extension (if any).

  6. If only one phone number is entered, this is automatically marked as the Primary telephone number. If additional telephone numbers are entered, you can mark the appropriate number as the primary.

  7. Mark SMS if the mobile number can receive text messages.

  8. Select the Save icon to the right of the phone number. To delete or clear the telephone data row, select the Delete icon.

  9. Select Create. If you've assigned the site contact to the client, this will create the client contact.

Editing a Site Contact

Editing a contact record only applies to the contact that you are editing. This does not apply the changes to any other contact records that were created. For example, when you created the client contact and selected to create the contact record for all sites, the site contact records are not updated if you edit the client contact record.

  1. On the Contact home screen, select the ellipsis to the right of the contact name.

  2. Select Edit.

  3. In the Client Details section, you can edit the following fields:

    • First Name

    • Last Name

    • Title

    • Address

  4. Select Save to update the client contact.

Deleting Contacts

Deleting a client contact or a site contact only deletes the contact record for that entity. If you've created additional contact records, those records have not been deleted. For example, when you create the client contact and select to create the contact record for all sites, the site contact records are not deleted.

Deleting a Contact

To delete a contact:

  1. On the Contact home screen, select the ellipsis to the right of the contact.

  2. Select Delete. 

Bulk Deleting Contacts

To delete more than one contact:

  1. On the Contact home screen, select the checkbox to the left of the contact(s) to be deleted.

  2. Select Actions > Delete.