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Working with Client Contacts
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Working with Client Contacts

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

When creating a client contact, you can associate the contact with one or more sites belonging to the client. 

Accessing Client Contacts

You can access the client contacts from the following methods:

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

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

Viewing Client Contacts

The Client Contact view displays a table of client contacts that includes the following information:

  • Name

  • Site: The Site column displays the site name if the client contact is assigned to one site. If the client contact is assigned to more than one site, the number of sites is displayed and you can hover your mouse over the number to view the sites.

  • Email

  • Title

  • Primary Number

  • SMS Number

Creating a Client Contact

  1. On the Contact home screen, select Actions > Add New Contact to open the Client 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 Include all sites to assign the contact to all the client sites. This will also create a Site Contact record for each of the sites the contact is assigned to. You can also assign the contact to specific sites.

  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). The extension field is limited to 6 characters.

  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. In the Site Details section, the default view displays the sites the contact is assigned to or you can select the drop-down to view the sites the contact is not assigned to by selecting View - Assigned.

  10. From the Unassigned view, select the ellipsis to the right of the site, and then select Assign. (To see the sites the contact is assigned to, select View - Unassigned and select Assigned.)

  11. Select Create. If you've assigned the client contact to any sites, this will create contacts for each site.

Editing a Client 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, after you create the client contact and select 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. Mark Include in all new sites to automatically create the contact at the site level for any new sites.

  5. In the Site Details section, the default view displays the sites the contact is assigned to or you can select the drop-down to view the sites the contact is not assigned to by selecting View - Assigned.

  6. From the Unassigned view, select the ellipsis to the right of the site, and then select Assign. (To see the sites the contact is assigned to, select View - Unassigned and select Assigned.)

  7. Select Save to update the client contact.