Contact Information

Using the Contacts module you can access your companies or contacts. Click the Companies tab to access the list of companies and click the Contacts tab to access the list of contacts.

  1. Go to Contacts.
  2. Go to the Contacts tab.
  3. Click Lookup Contact. The Lookup Contact popup window is displayed.
  4. Specify search criteria in the fields.
  5. Click Filter. The search results are displayed in a grid below the filter.

    If no information is entered in the filter fields, all contacts will be displayed when the Filter button is clicked. Click Clear to clear the filter criteria entered.

  6. Click the name of a contact to display the contact details in the main application window. This allows you to continue to filter or click different contacts and not have to close the lookup window.
  1. Go to Contacts.
  2. To display a list of contacts for a project, click the All Projects drop-down box. A list of projects will be displayed.
  3. Select a project by clicking it. The contacts for the project that you have selected are displayed.

    Click letters of the alphabet, located below the filter area, to display contacts/ companies (depending on the page you are in) that begin with that letter.

  1. Go to Contacts.
  2. To view the details of a contact, click the required contact's first or last name from the list of contacts.
  3. The Contact Details page is displayed with the information for the contact you have selected.
  4. To print the contact information, click Print. A new browser window will open up with the Contact's Information. Click the Print button in this window and select your printer.

Working with Contacts

e-Builder allows you to add new contacts manually or import them. In cases where you have a new contact with similar information as an existing contact, such as two contacts from the same office of a company, it may be faster to copy an existing contact than to create a new one.

Only users who have been assigned permissions by their e-Builder administrator can add contacts.

Companies and Contacts are also automatically added when bidders are invited and/or awarded, if they are not already in the system. e-Builder provides you with the ease and flexibility of automatically adding the contact, company and associated details to the respective Project Contacts when you invite or award the bidder, to save you time and keystrokes, as well as eliminate duplicate work, reducing margin for error.

  1. Go to Contacts.
  2. To add a contact to e-Builder, click Add Contact.

    Only users who have been assigned permissions by their e-Builder administrator can add companies or contacts.

  3. On the Add Contact page, enter the contact information.
  4. Click Save.

    If you have more than one entry to make, click Save & Add and you will be able to add another contact.

  1. Go to Contacts.
  2. Click the required contact's first or last name from the list of contacts.
  3. On the Contact Details page, click Edit.
  4. On the Edit Contact page, make changes to the contact information fields as needed.
  5. Click Save.
  1. Go to Contacts.
  2. Click the required contact's first or last name from the list of contacts.
  3. On the Contact Details page, click Copy.
  4. On the Copy Contact page, enter the contact information for the new contact.

    The first and last name fields are the only two that do not automatically copy.

  5. Click Save.

You cannot delete a delete a contact that has funds committed to it in the cost module, or is a bidder in the bidding module.

  1. Go to Contacts.
  2. Click the required contact's first or last name from the list of contacts.
  3. On the Contact Details page, click Delete. You will be asked to confirm the deletion.
  4. Click Yes, Delete the Contact to confirm.

Add/ Edit Contact Information Fields

  • First Name: The first name of the contact. This field is required. Choose a prefix for the contact from the drop-down list, if needed.
  • Last Name: The last name of the contact. This field is required.
  • Company: The name of the company that the contact is associated with. To chose the company, click the arrow and select a company from the drop-down list. If the company has not been created yet in e-Builder, then it must be entered manually. This field is required.
  • Company Number: The number of the company that the contact is associated with. When adding
  • Title: The title for the contact.
  • Department: The company department that the contact belongs to.
  • Country: The country where the contact is located.
  • Address: The first line of the address where the contact is located.
  • Suite: The suite number, if any, for the contact's location.
  • City: The city where the contact is located.
  • State/ Province: The state or province where the contact is located.
  • Zip/ Postal Code: The postal code for the contact's location.
  • Primary Contact: Select this check box to make the contact the primary contact for their company. If they are the only contact associated with a company then they are the primary contact by default. Designating a contact as the primary contact will display their name in the primary contact column of the Companies page.
  • Email: The email address for the contact.
  • Phone: The phone number for the contact.
  • Mobile Phone: The mobile phone number for the contact.
  • Other Phone: Any alternate phone number available for the contact.
  • Fax: The fax details for the contact.
  • Pager: The pager details for the contact.
  • Do Not Use?: When selected, this check box will omit the contact from any bid communications.

Contact Information Buttons

  • Edit: Click this button to edit the contact details.
  • Delete: Click this button to delete the contact.
  • Copy: Click this button to copy the contact.
  • Message History: Click this button to view the Message History page for the contact.
  • Print: Click this button to print the contact details.

Add Contact Page Buttons

  • Save & Add: Click this button to save and create the new contact and then add another new contact.
  • Save: Click this button to save the changes and create the new contact.
  • Cancel: Click this button to cancel the changes and clear the fields.

Contact Information Tabs

The following tabs on the Contact Details page contain additional information about the contact:

The tabs for Bid Packages and Messages will only appear if the Bidding Module is turned on. The tabs for Commitments and Actual Costs will only appear if the Cost Module is turned on.

  • Custom Fields: Displays the contact's information for the custom fields that have been created. If there is a field that needs to be added, please contact your e-Builder Administrator.
  • Invited Projects: Displays all of the project bids that the contact has been invited to. The Invited Projects grid includes the project name, due date, the current status of the project bid, the bidding status of the company and whether or not a bid has been submitted. Each time the contact is invited to participate in a new project bid, a new row is automatically included in this grid.

    Click the drop down arrow in the box to the right of Bidding Status to view bids in a specific status. Click the drop down arrow in the box to the right of Bid Package Status to view either the open or closed project bids.

  • Construction Codes: Displays which construction codes are assigned. Construction codes are a structured hierarchy of divisions and classification codes within each division that are used to standardize information in the construction industry.

    In e-Builder, construction codes are associated with companies and used for reporting purposes or to invite contacts in the Bidding module. The contacts automatically inherit the construction codes assigned to their company. If you want to manage the codes for this contact, you have to click the company name link and then click the construction codes tab for the company.

  • Notes: Displays any notes for the contact. To add a note for the contact, click Add Note. After entering the note, click Save to retain it.

  • Documents: Displays all of the documents that are associated with the contact (i.e. Insurance papers, pre-qualification letters, warranties). For more details on documents please see About the Documents Module. To attach a document to a contact profile, click Attach Documents. Click the drop down arrow and select the project. After selecting the project, you can filter for the document(s) that needs to be attached. You can either load document(s) from your computer or from e-Builder.

    If you are loading documents from your computer you must also select an e-Builder folder to load it to. Click the Browse button to select the desired folder location. Remember, to associate a document to a contact, the file must reside in the document repository of a project.

    Click the Add Files button on the left grid to add files manually (one at a time) from your computer. You can also drag and drop the document(s) into this grid. Click the Add Files button on the right grid to manually add document(s) from the e-Builder document repository for the project. Click the Upload All Files button to load all documents and associate them to the contact.

  • Forms: Tracks all communications between a vendor, client or consultant.

    To attach a form to a contact/ company profile, click the Attach Forms button. Click the drop down arrow and select the project. After selecting the project, you can filter for the form type that needs to be attached. Click the Attach button.

  • Processes: Tracks all communications between a vendor, client or consultant.

    To attach a process to a contact profile, Click the Attach Processes button. Click the drop down arrow and select the project. After selecting the project you can filter for the process type that needs to be attached. Click the Attach button.