Default Job Contact and Secondary Persons

In BigChange, there may be occasions when the Primary Person you have for a contact is not the most appropriate point of contact for a specific job. In these instances, having a job-specific contact or secondary person is most useful.

Setting Up a Default Job Contact

• Navigate to the CRM section in BigChange.

1. Select the contact you wish to edit.
2. Select the Persons tab.
3. Select the person you wish to set as Default Job Contact'.
4. Select the 'Default Job Contact' tab.
5. Add
6. Select the job type(s)
7. Select Primary in the 'Contact type.

Adding a Secondary Person

• Navigate to the CRM section in BigChange.
• Select the contact you wish to edit.
• Select the Persons tab.
• Select the person you wish to set as Default Job Contact'.
• Select the 'Default Job Contact' tab.
• Add
• Select the job type(s)
• Select Seconday in the 'Contact type.

Assigning a Job-Specific Contact

• When creating or editing a job, navigate to the "Job Details" tab.
• You will see that the Default Job Contacts are now who we had just setup above.
• You can also add or change these manually if required.

• Save your changes.

Other areas of the System

Default Contacts can be used in other areas of the BigChange Job Management System:

• Job Alerts

• Automatic Document Sending

• Templates

• BigChange App

Conclusion

Having the ability to set a default job contact and add secondary persons in BigChange ensures that the most appropriate individuals are contacted for specific jobs. This feature enhances communication and efficiency within your team. Make sure to regularly update your contacts to reflect any changes in your organisation.

Video