Managing PM Firm Contacts

PM Firm Contacts stores people at each firm (owner, architect, vendor, and so on).

Before you start

• The firm exists in PM Firms.

Steps

1. Open PM Firm Contacts.
2. Select the firm.
3. Add contacts: first name, last name, title, phone, and email.
4. Override mailing address when the contact is not at the firm’s main address.
5. Save.

Notes

• Project firm lists often pick up contacts automatically when you reference them on documents.