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How Do I Add Contacts and Organizations to a Project in Albi?

This article explains how to connect contacts and organizations to a project in Albiware. It covers adding existing records or creating new ones and assigning relationship types.

Relationships (Contacts & Organizations)

Under Relationships, you can connect the project to the appropriate contacts and organizations.

You can click Add and choose either:

  1. Contact

 You can:

  • Add an existing contact from your database, OR
  • Click New to open a Create Contact form and save a brand-new contact to the system

Relationship types include: Customer, Estimator, Homeowner, Vendor etc.

        2.   Organization

 You can:

  • Add an existing organization, OR
  • Click New Organization to create one from scratch

This links the project to relevant property managers, insurance companies, plumbers, marketers, etc.