Download Inspector Tools FLP

Link a Contact on the Contact List to a Building
Any contacts that are on the Contact List can be added, or
“linked” to a particular building or project.
1) Click the Buildings button on the left-hand toolbox to
bring up the Building window.
2) Click on the Link Contact button to bring up a new
window that lists all the available contacts.
3) Click on the name of the desired contact and click the Link Contact button to add that contact to the
current building record.
The Link Contact window also has a search function
you can use to find a specific contact.
1) Click the arrow beside the “Using” field to
select whether to search by first or last
name.
2) Enter the name and click Find.
Adding Contacts
ontacts From Within a Building Record
The Building window also has an option to add a
contact.
1) Click the Add Contact button.
2) Select the role that this contact will have
for the current building.
3) The Contact List window is displayed, as
previously discussed.
4) Fill out the information about the contact
and click Save.
Tip: Adding Contacts in this way saves the contact
to the Contact List and links it to the building in
one step.
Contact Roles
Roles and Contact Types
When you enter a new contact in the Contact List, you can designate a Contact Type for that person. The Contact
Type is part of their information on the Contact List. You can also designate a Contact Role for that person which is
the role they are performing for a particular building or project.
Inspector Tools FLP
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