The Correspondence screen shows all the correspondence entered by Project Members.
All members who have access to a Contact can enter correspondence for a Contact and view correspondence from other members. (Fig 4)
Note:
- If a Contact is ‘Assigned’ to a Member that Member will be automatically notified of any comments or correspondence added to the Contact.
- If a Member would like to be notified of any comments or correspondence added to a certain Contact and is not ‘Assigned’ the Contact they can select ‘Watch’ in the Actions box on the right. (Fig Y)
- Conversely, they can ‘Stop Watching’ if they do not wish to be notified of such changes. Fig 4
Contact Availability:
The default availability is ‘Public’; all members of the team can see the Contact. The Leader or Contact Manager can restrict who on the team has access to a Contact. Access can be restricted to individual members, members who are part of specific Companies, Specific Roles on the project or project defined Groups.
Selections (Fig 7a):
- Sensitive: The Contact is accessible to everyone one the team, except for members who are ‘Restricted’ on the Project
- Private: By using ‘Manage Permissions’ (Fig 7b) after selecting this button, access can be restricted to selected individuals, Companies, Roles, and/or Groups. Contact will also be available to other ‘Leaders’ on the project even if they are not selected.
- Confidential: By using ‘Manage Permissions’ (Fig 7b) after selecting this button, access can be restricted to selected individuals, Companies, Roles, and/or Groups only. Contact will not be available to other ‘Leaders’ on the project unless they are selected.
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