|
|
Working with Contacts on Projects, Company, Customer, and Suppliers
Companies, Customers, and Suppliers all can have contacts. Contacts are people that are work for or associated with these organisations.
You can relate a contact to a project to provide you with a quick list of who is working on a particular project in what role. This also stores the role the contact is playing on the project and their hourly rates for that role.
Project Contacts (Project Partners)
To create a contact as a partner on a project go to the project and click on the contacts (or project partners) node. This will display a grid showing the contacts associated with the project. Right click in the grid to add, edit, or delete a contact from a project.
Adding a contact to a project presents you with a list of all company, customer, or supplier contacts. You can select the type of contact which will show you all active contacts for that type. You can filter this further by selecting a company. Select a contact and press OK.
This pops the contact details for the project. It will default the role, licensing details, and rates from the contact record but you can change these to make them specific for this project.
Deleting a contact from a project does not delete the contact, it just removes it as a partner on that specific project. You can always add them again later.
You can also add a contact to a project more than once if they are performing multiple roles on the project.
Creating and Maintaining Contacts
Each of Company, Customers, or Suppliers has a Contacts tab. This shows you the contacts for that organisation. You can add, edit, or delete a contact from here.
The contact record allows you to hold names, addresses, contact details and notes about a contact. Each contact has a FileStore so you can hold documents against them as well.
The Partner Defaults tab holds the default information used when the contact is added to a project. This includes cost and sell hourly rates and the details of their licensing.
|
|
|
