View - Contacts - Contact Management
- Project
The Projects tab displays all projects tat 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.
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.
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