Add Consultants, Contractors, and Vendors

Consultants, contractors, and vendors are each managed in separate directories under the Team section. The process is the same for all three.

Adding a consultant, contractor, or vendor

1. In the sidebar, click Consultants, Contractors, or Vendors (under the Team section).
2. Click Add (the button label matches the section — e.g. Add Consultant).
3. Fill in the company name and any other details.
4. Click Save.

The company is added to the directory.

Adding contacts (employees) to a company

Each consultant, contractor, or vendor can have individual contacts (called Employees in the detail tabs).

1. Open the company record (click the arrow at the end of its row in the list).
2. Click the Employees tab.
3. Click Add Employee. (On a client it’s called Add Contact.)
4. Fill in the contact’s details:
   • First name and Last name
   • Email address
   • Phone number
   • Title
5. Click Save.

Adding multiple records at once

See Add multiple records at once for the bulk-add option.

Using on a project

Once added to the directory, you can attach any of these companies to a project from the project’s Team tab — expand the Consultants, Contractors, or Vendors section. See Manage the project team.

Related pages

• Consultants
• Contractors
• Vendors
• Manage the project team
• Add multiple records at once