Allocation of Contact Persons to a Project
Select the
section in a project to edit the contact persons belonging to the project. You will find two sub-areas: "Contact persons in project" and "Contact persons of customer".
Contact Persons for the Project
Under "Contact persons in project" you see the contact persons for this project including their contact data. Click on the button
, to add the selected contact persons to the contact persons of the project. To remove the link of a contact person to this project, click on the
button.
Contact Persons of the Customer
Switch to the tab "Contact persons of the customer" to you see a list with all contact persons registered at the customer. Use the button
to create a new contact person. Via the
button you can edit the existing contact persons. Click on the
button to make the selected contact person of the customer also a contact person of the project.