Managing Contacts

Learn how to create, edit, search, and organize your contacts in Readybuild.

The Contacts List

The Contacts page is organized into three main tabs:

Tab	Description
All Contacts	View all contacts regardless of type
Clients	View only leads and customers
Vendors	View only vendors and subcontractors

Each tab provides its own toolbar with relevant actions.

Creating a New Contact

Adding a Client/Lead

1. Navigate to Contacts in the main menu
2. Click the Clients tab (or stay on All Contacts)
3. Click + New Client (green button)
4. A dialog opens with the contact form

Adding a Vendor

1. Navigate to Contacts in the main menu
2. Click the Vendors tab
3. Click + New Vendor (green button)
4. Complete the vendor-specific form

Contact Form Fields

The contact form adapts based on whether you're adding a client or vendor:

Basic Information

• Contact Type - Lead, Client, or Vendor
• First Name / Last Name - Primary contact name
• Company Name - Business or household name
• Client ID - Auto-generated unique identifier (can be customized)

Secondary Contact (Clients Only)

For households with two decision-makers:

• Partner First Name / Last Name - Second contact name
• Separate phone numbers and emails for each person

Address Information

• Street Address - Address line 1 and 2
• City, State, ZIP - Location details
• County / Municipality - For permit tracking

Contact Methods

• Phone Numbers - Add multiple with types (Mobile, Home, Work, etc.)
• Email Addresses - Primary and secondary emails
• Preferred Contact Method - Phone or email preference
• Do Not Call - Compliance flag

Marketing Attribution

• Source - How the contact found you (Website, Referral, etc.)
• Campaign - Associated marketing campaign
• Secondary Source/Campaign - Additional attribution

Referral Information

• Referred by Employee - Internal referral tracking
• Referred by Client - Customer referral tracking
• Referral Date - When the referral was made

Sales Assignment

• Salesperson - Assigned sales representative
• Marketing Outcome - Expected outcome category

Vendor-Specific Fields

When adding a vendor, additional fields appear:

• Vendor Classification - Supplier, Subcontractor, Professional, etc.
• Vendor Types - Trade categories (Plumbing, Electrical, etc.)
• Preferred Vendor - Mark as preferred
• Billing Address - Separate billing location
• Billing Attention - Attention line for invoices

Searching Contacts

Quick Search

Click the Search button to expand the search panel with comprehensive filters.

Search Fields

Contact Information

Field	Searches
First Name	Primary contact first name
Last Name	Primary contact last name
Company Name	Company or household name
Email	Any email address on record
Phone Number	Any phone number (any format)
Additional Contact	Names of related contacts

Address Information

Field	Searches
Address	Street address
City	City name
State	State (dropdown)
ZIP	Postal code

Marketing/Sales Information

These filters appear based on your system configuration:

• Salesperson - Filter by assigned rep
• Source - Filter by lead source
• Campaign - Filter by marketing campaign
• Secondary Source/Campaign - Additional attribution filters
• Referred by Employee - Internal referral source
• Referred by Client - Customer referral source

Using Search

1. Click Search to expand the filter panel
2. Enter criteria in one or more fields
3. Click Search to apply filters
4. Click Cancel to clear filters and close the panel

tip

Name searches are flexible - searching "John" will find "John Smith" and "Johnny Johnson". The system searches the combined full name field.

Viewing Contacts

List View

The contacts list displays:

• Name - Click to view the full contact record
• Address - Full address display
• Email - Primary email with mailto link
• Date Created - When the contact was added

Sorting

Click any column header with a sort indicator to sort the list:

• Click once for ascending order
• Click again for descending order

Pagination

For large contact lists, use the pagination controls at the bottom to navigate between pages.

Editing Contacts

1. Click a contact name in the list to open their record
2. Click the pencil icon in the page header
3. The contact form dialog opens with current data
4. Make your changes
5. Click Save

All changes are saved when you click Save - there's no auto-save for the edit dialog.

Exporting Contacts

Export contacts for use in other systems or for mailing lists:

1. Apply any filters to narrow the export (optional)
2. Click the Export button
3. Choose an export option:
   • Basic Export - Primary contact information only
   • Export with Additional Contacts - Includes related contacts

The export is processed in the background and you'll receive an email when it's ready.

Importing Contacts

Importing Clients

1. Go to the Clients tab
2. Click the Import button
3. Follow the import wizard
4. See Contacts Import for detailed instructions

Importing Vendors

1. Go to the Vendors tab
2. Click the Import button
3. See Vendor Import for detailed instructions

Managing Contact Status

Active vs Inactive

Contacts can be marked as active or inactive:

1. Open the contact record
2. Click the More menu (⋮)
3. Select Set Contact as Inactive or Set Contact as Active

Inactive contacts remain searchable but are clearly marked.

Disqualifying Leads

For leads that won't convert:

1. Open the lead's contact record
2. Click the More menu (⋮)
3. Select Disqualify Lead
4. Enter a reason for disqualification
5. Click Disqualify Lead

To re-qualify a disqualified lead:

1. Open the contact record
2. Click the More menu (⋮)
3. Select Qualify Lead

Deleting Contacts

warning

Contacts with associated projects cannot be deleted. Mark them as inactive instead.

For contacts without projects:

1. Open the contact record
2. Click the More menu (⋮)
3. Select Delete Contact
4. Confirm the deletion

Deletion is permanent and cannot be undone.

Contact Tags

Organize contacts with custom tags:

1. Open a contact record
2. Click the green + button next to the status chips
3. Select or create tags
4. Tags display as colored chips on the contact

Remove a tag by clicking the X on the tag chip.

Downloading vCards

Save contact information to your phone:

1. Open the contact record
2. Click the More menu (⋮)
3. Select Download [Name]'s vCard
4. For households, separate vCard options appear for each person

Related

• Contact Details - Understanding the contact record
• External Leads - Processing incoming leads
• Contacts Import - Bulk importing clients
• Vendor Import - Bulk importing vendors