Trade List - Create and Edit

Purpose

The Trades List is where you create the trades for the automated document distribution and email communication, allowing you to establish and customise the trades associated with your project requirements. 

Consideration

1. Only Administrators can create and edit Trade lists in Control Panel 

Steps

1. How to access Trade List

On the far right, click the cog and it will take you to control panel.

Select Contact to edit the trades list. 

2. Navigate the Trade List

1. You can Filter the trades listed by Category or Description i.e. builder, client, subcontractor and Floors, Accountant etc.
   
2. Each Trade listed displays a menu icon that allows you to Edit the Trade group. You can change the name, code or the category it belongs in.

3. Add New Trade

To create a new Trade and associated companies, click on the New Trade button.

Description - Enter the name of your trade

Company Category - This is an optional field

Code - The code field is designed to categorise your trades.

Click on Save to add the Trade.

4. Delete Trade

To disable a Trade, select the trade and click on the Trash Icon.

This will not delete the Trade but prevent any future contacts from being classified under this Trade.

5. Export Trade List to Excel

To export your list to Excel click on the Export to Excel icon.

• Related Articles

• Export Project Contact List and Groups to Excel or PDF

  1. Access Contact List Login to your Commnia account and select your project. Navigate to the menu bar icon and click Contacts under Communication. 2. Select Group to Export Select the Project Groups tab to see the list of User Groups. Click on the ...

• Users and Groups (Distribution Lists)

  User Groups in Commnia are designed to speed up Commnia’s core functions and communicate with a collection of contacts all at once if need be. 3 Default Groups get created by default when a new project is created: Project Contact List: Anyone that ...

• Add Contacts to Project Groups

  Groups in Commnia are designed to speed up Commnia’s core functions. Please note Project Contact List is considered as a group in Commnia. 1. Access Groups in Commnia The Project Users function allows you to view and add your project contacts to user ...

• Create a New Company

  With Commnia you can create your own company CRM by adding your contacts into Commnia. If you have a long list of contacts you wish to add, email your list to support@commnia.com, and we'll upload the list for you. When you add a new contact to ...

• Create a New Contact | User Account

  Purpose Follow the steps to create a new user account with Commnia, enabling the individual to access and utilise the platform for project collaboration and communication. Consideration Only System Administrators can create new internal user accounts ...