Contact Classifications

A Classification is used to nominate the role/s of your external Contact team against the Project. A Classification can then also be attached to contacts that will provide the ability to filter out a list of contacts with a particular Classification. 

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 Default Data > Classifications

Tips:

Create a Classification

  1. Click into the white area under the description column heading.
  2. Type a description for the Classification.
  3. Save.
ClosedExamples

Architects, Authorities, Builder, Building Certifier, Client, Competitor, Council, Courier, Developer, Electrical Contractor, Engineering - Electrical, Engineering - Environmental, Engineering - Façade, Engineering - Geotechnical, Engineering - Hydraulic, Engineering - Mechanical, Engineers - Civil, Engineers - Fire, Engineers - Structural, Federal Government Agency, Institutions, Interior Designers, Landscape Architects, Legal Firm, Local Government Agency, Mining Company, Painter, Plumber, Printer, Project Manager, Property Developer, Property Manager, Prospect, Quantity Surveyor, Real Estate Agent, State Gov, Strata Manager, Strategic Consultants, Sub Contractors, Supplier, Surveyors, Town Planners, Travel & Accommodation, Valuer.

Tip: The important thing here is what you want the role to be within the project - role = Classification

a list of external team members attached to a Project

Want to learn more?

Looking for more help? Try reviewing the following Default Data topics: Concept Link IconView Topics

 

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