Contacts

What is the Contact Feature?

The Contacts feature allows you to store and exchange information concerning a Contact. This includes:

• Addresses
• Telephone numbers
• Organizations
• Opportunities
• Correspondence
• Action Items

Contacts are Project Specific.

• The list of Contacts on one Project can be different from Contacts on another Project.
• Leaders and Contact Managers can be different from Project to Project so who manages the Contacts can vary among Projects.
• Creating a Contact
• In Projecis, select the Contact Tab (Fig 1)
• Select the ‘New Contact’ sub tab on the far right
• Complete all the necessary information (Fig 2a,b)

Other

• New Organizations, Addresses, Phone numbers, etc. can be added by selecting the add/new option to the right of the field.
• Availability can be used to limit who has access to a given Contact. If a Member does not have access to a Contact, they do not see the person on the Contact list.
• The Contact can be ‘Assigned’ to a team member. This person usually serves as the point person for the Contact

Note:

• Only Leaders and Contact Managers on a Project can add/edit a Contact
• All Members who can see a Contact can add notes and add Correspondence notes for a Contact.