Adding Project Contacts

You can maintain an up-to-date contact list of the companies and contacts associated with the project.

On the Contacts tab, you can:

• Add or remove contacts.

  Note: If you delete a contact link, the contact itself is not deleted.

• Assign one main project contact per company per project.

  This main project contact exists independently of the main company contact.

To add a contact link:

1. In the Project form, click the Contacts tab > Add Link.

The Contact Search window is displayed. For more information, see "Adding a Contact to a Record".

2. Select for the contact you want to add, and then select the contact in the Sel column.

The selected contact is added to the distribution list. To delete a contact, select the contact, and then click Delete Link.

3. Click .

The selected contact is added to the distribution list. To delete a contact, select the contact, and then click Delete Link.

4. To specify a contact as the main contact for the project, select the Main Contact check box for the contact.

Note: You can only specify only one contact per company to be the main contact for a specific project.

5. Enter or select the Project Role for the contact.

The project role can be a maximum of 50 characters in length.

6. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.