View - Project - Project register
- Contacts
The Contacts tab lets you link contacts to projects, delete links between projects and contacts and edit existing contact information. It is also possible to e-mail contacts directly from this tab.
Tip! You can right-click inside the
list; this will give you direct access to Go
to contact and contact person and to sending an e-mail among other
things.
How to add a new contact to the project
Click Link
to create a link between a contact (includes contact persons) and a project.
Select which contact and contact person you would like to link to the project in the opening screen. Telephone and fax numbers are automatically included.
The contact is now linked to the project
and you can open the contact card directly from here.
You can delete the link by clicking on the Delete
button. This action will not delete the actual contact, just the link.
Filter: For a quick overview of the customers and suppliers involved in the project, select Customers or Suppliers from the Filter drop-down list. This acts as a filter and will provide you with the information you need.
Default contact: You can select a default contact for the project in the Default contact drop-down list to the right in the tab. The contact you select here will display in bold type in the top part of the contact card.
Click
on the Send E-mail button to send an e-mail to the contact you
have marked in the list.
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