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DescriptionThe Business Directory is Projects tab of My Company displays a list of all names, addresses and phone numbers projects that your company does business with. Businesses and contacts listed in the 'Business Directory' can be added to projects. Each company listed under the Business Directory is defined by the following information.is associated with


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Business Directory

  • General - General Information about the business
    • Edit - Use the 'Edit' button to edit information pertaining to that business.
  • Contacts - A list of contacts associated with the selected business. The contact list in the Business Directory is a contact list for that business and not to be confused with the users under a company.
    • Add New - Click the 'Add New' button to add a new contact to the Business Directory for that business.
    • Add Projects - Use the 'Add Projects' button under the PROJECTS section to associate that contact with one or more projects. This option will list projects that the contact is part of and also add that contact to the Project Directory for the selected projects. Similarly, using the 'Remove' button under PROJECTS will remove that contact from the selected project and also remove that contact from the Project Directory.
    • Projects

    Viewing my Company's Projects

    To view a list of projects that your company is associated with, navigate to the 'Community' area and click 'My Company'. Click the Projects tab.

    Info
    titleHelpful Tip

    Use the 'Search' box to search for a specific project or set of projects based on the search criterion. Simply type ahead in the search box and the project list will be returned based on the entered criterion.




    Helpful Screenshots