Contact Management Tab: Project

View - Contacts - Contact Management - Project

The Project tab displays all projects that the contact is participating in. For example, if you wanted to send out an information letter in connection with a project, you can create a merged document and filter all the contacts connected to the relevant project.

With the help of the button Link you are able to link a project and/or multiple contact persons to a project.

By clicking on the button Edit, you will be directed to the Project Register where you are able to edit the information regarding the project.

Here you are able to delete the contacts link to the project. Note that you are only deleting the contacts link to the project, not the actual project.

Note! From the Project tab you only have access to active projects. Initially, a project is always active but you can mark it as inactive in the Inactive drop-down list on the project card.

Tip! If a contact is linked to several projects, you can select a default project from the Default Project drop-down list in the Project tab. The project will be suggested for all activities and documents registered to the contact.