The Address Book within the RFI module stores all contacts that can be selected when creating a Request for Information. Before raising an RFI, it’s important to understand how these contacts are organised and managed.
The Address Book contains two tabs that serve different purposes.
Sub-Contract Contacts
This tab includes contacts already linked to your company. These are pulled directly from your existing company contact list and are the same contacts used when requesting company documents. Because they are already connected to your organisation, no additional setup is required to use them in an RFI.
General Contacts
This tab allows you to add and manage third-party contacts outside of BuildPass. These contacts can include architects, engineers, project managers, consultants, or other external stakeholders who need to receive or respond to an RFI.
To add a new general contact:
Navigate to the RFI module
Open the Address Book
Select General Contacts
Select Add Contact
Enter the required email address
Complete optional fields such as name, role, and company
Assign the contact to a specific project, or leave the project field blank to make them available across all projects
Once saved, the contact will be available to select when raising an RFI.