As an Admin, learn how to mass upload company and customer contacts into Parspec so information can populate when creating a Quote, Submittal, or O&M. Users can also create new contacts and edit existing.
- Bulk Import Companies and Contacts
- Create Company Contact
- Create Individual Contacts
- Apply Customer Information to Quote, Submittal and O&M
Bulk Import Companies and Contacts
- As an Admin, click on Bulk Import and download the Contact File Template.
- Key in or copy and paste the information to the Contact File Template. When completed, upload the template. Note: First Name, Last Name, and Company are mandatory fields.
- Your Company and Contact will automatically upload to the Contact Management dashboard for you to review.
Create Company Contact
- As an Admin or User, you can click into the Contact Management icon to create a new Company contact.
- Next, select Create New and enter in company information.
- As an Admin or User, you can edit an existing Company contact by selecting the three vertical dots, however only an Admin can delete a contact.
Create Individual Contacts
- Both an Admin and User can click into the Contact Management icon and select the Contacts tab to create a new contact.
- Next, select Create New and enter in the contact information.
Note: Individual contacts are linked to a company. A Company contact will need to be created prior to the contact so the company information (e.g. address) can populate into the contact information.
Apply Customer Information to Quote, Submittal and O&M
- Start a job by selecting Create Project.
- You can select any of the stakeholder field and begin typing. The contact in your Contact Management will begin to populate.
- After creating the project, select Create BOM. You can select the company or individual contact for your Primary and/or Secondary customer.
- When ready to create your Quote, Submittal, or O&M, you will see all of your inputted information from above populate into the Cover Page.
