Note:
If --not
set-- is selected then the contact
is stand-alone, but can still be assigned to a project.
This section allows you to create, edit, delete and manage the contacts for your projects and clients (billing contacts).
Contacts are managed via Contact > Contacts.
Click New Contact.
Enter the contact’s Title.
Enter the contact’s First Name.
Enter the contact’s Last Name.
Enter the contact’s E-mail address.
Enter the contact’s Job Role.
Select the Company the contact should be linked to.
Note:
If --not
set-- is selected then the contact
is stand-alone, but can still be assigned to a project.
Enter the client’s Phone number.
Enter the client’s Fax number.
Enter the client’s Mobile number.
Enter Line 1 of the contact Address.
Enter Line 2 of the contact Address.
Enter Line 3 of the contact Address.
Enter Line 4 of the contact Address.
Enter the Town.
Enter the County.
Enter the Postcode.
Enter the Country.
Enter any additional Notes for the contact.
Click Save and Close.
This box shows a summary of the contact’s details (they must have been entered and saved first), allowing you to copy and paste the information if you need to.
This box shows a summary of the company’s details that the contact is assigned to (they must be assigned to a client and details must be entered via Contacts > Clients first), allowing you to copy and paste the information if you need to.
This table shows all projects the contact is currently assigned to via Projects > Summary > Project Contacts.
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