Contact Profile
Use this page to view your profile information. External and internal (Project Center) users see the same information unless otherwise noted.
Name
Your contact name.
Email Address
Your email address. The email address is a live link. Project team members can click the email address throughout Info Exchange to send you an email message.
Contact Information tab
Company
The name of the company assigned to you. Click the link to open the Company Information dialog box.
Office Location
Your assigned office location. Location is often used when the company has multiple sites.
Mailing Address
Your mailing address. Click the link to view the location on a map.
Address Type
The address type. Options are Mailing, Office, Job Site.
Time Zone
Your time zone. Select the appropriate time zone from the drop-down list.
Reminders
Allows you to disable general reminders. When you disable the reminders, you will continue to receive the reminder on specific items, though the scheduled general reminder notification for all open items will not be sent.
Password
Click the Change Password link to change your password.
Job Title
Your job title.
Department
The department to which you are assigned.
Discipline
The discipline(s) to which you are assigned.
This field is only available for internal users.
Role
The role(s) to which you are assigned.
This field is only available for internal users.
Work/Mobile/Home/Fax
Your corresponding numbers.
Show in Contact Lists
Yes indicates that the contact appears in contact lists throughout Info Exchange.
No indicates that the contact does not appear in contact lists throughout Info Exchange.
This field is only available for internal users.
Source
The source of the contact. Options include Global Address List and Manual.
This field is only available for internal users.
Custom Fields tab
This tab displays any custom fields created by the administrator for contacts.
Project Assignments tab
This tab displays the projects to which the contact is assigned.
Number
The project number.
Name
The project name. Click the link to open the Project Description dialog box.
Type
The project type.
Phase
The project phase.
Custom fields created for projects will appear on this tab as well.
Cloud Delivery tab
Displays your Cloud Storage account assigned to each project.
You must have a Newforma ID to assign cloud storage accounts to your projects.
Project Number
The project number.
Project Name
The project name.
Account
Your cloud service provider account assigned to the project.
Automatic Delivery
Indicates whether or not Info Exchange will automatically send all future transfers for the project to your account with your cloud service provider.
Account Folder
The name of the folder in your account with your Cloud Service Provider for the current project.
Additional tabs
The following tabs are only visible to internal users.
Comments tab
Displays any comments entered about the contact. Once a comment is saved, it cannot be modified.
Notes tab
Displays any additional text or images that are important for your contact information.
Change Log tab
This tab displays a history of the actions taken for your contact record, including when it was created, modified, who was involved, and any details.
Field
The field that was changed.
Date
The date the change was made.
By
The user who made the change.
Process
The process used to make the change.
Old Value
The previous value of the field.
New Value
The changed value of the field.
Related To
The project item the change was related to.
Page Tools
The following tools are available in the Contact Profile page toolbar.
Modify
Click to open the Modify Contact Profile page to change your contact information.
Contacts
Click to return to the Contacts log.
This option is only available for internal users.
To access this page
Click the My Profile link at the top of the Info Exchange window.