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The Sales Credit / Access grid allows you to add salespeople to be able to access the project or to share a project with another salesperson. If you are a salesperson, and the primary salesperson Primary Salesperson is not set on the end user company location, you will be added to the grid automatically when the project saves at 100% credit. The salesperson and credit % are editable inside of the grid using drop downs. The credit can only MUST add up to 100%. If there is a Primary Salesperson set on the Company Location they will automatically be added no matter who starts the Project.
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Add salespeople by clicking the "Add" button. Delete by clicking the "Delete" button with a row selected in the grid. These buttons may be grayed out after the initial save of the project if you do not have the rights to modify sales credit.
Project Contact(s)
The Project Contact section allows you to associate any contact already existing in your database, no matter what company they are associated with, with this project. This allows you to find projects in the Main Search tool by looking up the contact record of any associated contact and also must add up to 100%switching the "Search For" to "Projects".
If you started the project from a contact or a lead record, the contact will automatically be added to the project when you save it for the first time. Adding contacts after that is as simple as dragging and dropping from any grid or tree that lists contacts, or you can simply click on the "Add Quick Contact" button (recommended) to the left of the Project Contacts Grid. The Add Quick Contact window will pop up and will initially be populated with all of the contacts from the End User's company location no matter which location they are associated with (on the lower portion of the Add Quick Contact window). The Add Quick Contact window can also be used as a search to find any contact already in your database by filling out the First and Last Name boxes and tabbing out of the last name field. You can also simply fill out a new contact by filling out the form completely and pressing the "Save" Button. If you want to use one of the contacts from the grid (either from the initial company list or by searching), highlight the contact(s) you want to add and then click, drag and drop them into the project contact grid.
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Inside of the project contacts grid is the Project Contact Type. This is what type of contact this is to this particular project. For example, an architect would be an "Architect" contact type, but to this project they may be an "Influencer". You can set Project Contact Type by adjusting directly in this grid. Setting these values will help others down the road in the business process to find the right contact for their purposes without having to ask for information from the salesperson especially your Installers as this information carries through to the Work Order / Delivery Ticket.
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You can set the Primary Contact of a project by highlighting the contact and then clicking the "Mark As Primary Contact" on the panel to the right of the grid. There can only be one Primary Contact per project, so if you already have a primary contact set, setting a different one will undo the first selection. The first contact you add will automatically be set as the Primary Contact. This info carries over to the Quote as the “Prepared For”. The check box is NOT an editable field.
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Remove a Contact from a Project
You can remove contacts from this grid ONLY by highlighting them in the grid, then clicking the "Remove Selected Contacts" button to the right of the Project Contacts Grid. If you have the rights to Delete a Contact you can right click & delete but this will permanently remove the contact from the database unless you run a query to undo deletion.
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Schedule an Event
Using the "Schedule an Event" button to the left of the Project Contacts grid while a contact is selected will take you to the Events Calendar (which is connected to your Outlook calendar if synced properly) where you will select either some time slots or a day and then click the "New Appointment" button. The event will automatically be tied to the contact and the project (it will show up both in Event History for the Contact and Event History for the Project).
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Mail Merge
Using the mail merge button while one or more contacts are selected opens the Perform Mail Merge window and places all of the selected contacts into the recipients list box. For more information on mail merges, see Perform Mail Merge. This is one of only 2 ways to get project information to merge into a mail merge.