Attaching Contacts to Projects

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 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 click on the "Add Quick Contact" link button to the right 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. 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 and drag them and drop them into the project contact grid.

Inside of the project contacts grid is the Project Contact Type (see first image above). 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 on one or more Project Contacts at a time by highlighting them in the Project Contacts Grid and changing the "Set Contact Type Here" drop down list box to the appropriate value and repeat for all Project Contacts. 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.

Setting a Project Contact type as "Bill To" will set the bill to on the quote and order entry.

You can remove contacts from this grid ONLY by highlighting them in the grid, then clicking the "Remove Selected Contacts" link button to the right of the Project Contacts Grid.