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Procore

Reactivate a Contact in the Company Directory

Objective

To reactivate a contact in the Company level Directory. 

Background 

Some of Procore's project tools provide your project team members with the ability to create a 'contact'. In Procore, a contact is a person whose name may be required as part of a data entry value, but does not have a user account to log in to Procore. Examples of contacts include craft workers, temporary laborers, or seasonal employees, or site visitors with no affiliation to one of the project's teams. For additional information on contacts in Procore, see What is a 'contact' in Procore and which project tools support the concept?

Things to Consider

  • Required User Permission:
    • 'Admin' permissions on the company's Directory tool.
  • Additional Information:
    • The 'Contacts' tab is populated with contacts created from one or more projects' Incidents and Crews tools. If your company hasn't created any contacts (or doesn't have any projects with either of these tools enabled), the 'Contacts' tab will be empty.
    • Reactivating a contact moves the inactivated contact's record to the 'Contacts' tabs in the Company level Directory tool and in any Project level Directory tool for projects the contact associated with on before being inactivated. See Switch Between Views in the Company Directory and Switch Between Views in the Project Directory.

Steps

  1. Navigate to the Company level Directory tool.
  2. Navigate to the Inactive Contacts tab.
  3. Mark the checkbox next to one or more inactive contacts you want to reactivate.
  4. Click Bulk Actions and select Reactivate.
  5. In the 'Reactivate Contacts' window, click Reactivate.
    Note: Click the X next to a contact's name to remove them from the list of contacts to reactivate.

    directory-reactivate-contact.png

    The reactivated contact's record is moved to the 'Contacts' tabs in the Company level Directory tool and in any Project level Directory tool for projects the contact was associated with before being inactivated.

See Also

 

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