Add contacts to the address book

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add contacts to the address book

You can add new contact persons either when adding or modifying company properties, or in the Address Book - Contacts dialog box. You can also view all existing contacts by clicking the Contacts tab at the bottom of the Address Book dialog box.

You can also import contacts to the address book. For more information, see Import contacts to the address book.

Add a new contact person in the company properties

  1. In the Firm Details dialog box, go to the Contacts tab.
  2. Click New Contact.
  3. Type the name and contact information of the new contact person.
  4. If the contact person is an inspector, select the Inspector check box and add an inspector ID.
  5. Select the Active check box.

    If you do not select the Active check box, you cannot select the contact person anywhere in Tekla EPM.

  6. To save the contact person and add the contact person to the list of contacts, click Add Contact.
  7. In the Default Contact list, select a default contact person for the company.
  8. Click Save.

    The Firm Details dialog box closes.

Add a new contact person in the contact list

  1. At the bottom of the Address Book, click Contacts.
  2. In the lower-left corner of the Address Book - Contacts dialog box, click New.
  3. In the Contact Details dialog box, select the firm type and company for the new contact person.

    For more information on firm types, see View firm types.

  4. Type the contact person's name and contact information.
  5. If the contact person is an inspector, select the Inspector check box and add an inspector ID.
  6. Select the Active check box.

    If you do not select the Active check box, you cannot select the contact person anywhere in Tekla EPM.

  7. Click Save.

The Contact Details dialog box closes. The new contact person is added to the list of contacts.

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