Manage the contact list for a project.
Navigate to
Overview in the
Project Workspace to add contacts for the current project,
such as clients and contractors.
Choosing either
Company or
Individual when creating a new contact
will determine what type of information you can enter for the contact. Company Name for example is not relevant
for an individual person contact information.
Contacts are currently project-based, but we plan to switch to a global contact list in the near future.
This will allow you to reuse contacts across projects without having to re-enter the information,
and will allow you to list and search all contacts across all projects.
Contacts are currently not used anywhere else besides being displayed on the Overview screen, but
we will soon be adding a report for printing the contact list for your project.