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Adding Contacts

I am trying to add customer contacts field to out projects.  I am following the instructions in the user manual where I go into "manage", but "contacts" is not listed as an option?

Barb Moore Answered

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Barb, 

Contacts are not added to Projects. The flow is that you create Customers in the Customer Module and add Contacts to the Customer Accounts. As for the Project, you only add the Customer as a Related Link. This will show in a Panel and allow you to click on the Customer which will take you to that module and that specific Customer and you will see the contacts.

 

Sincerely, 

Boris

Boris Krutiy 0 votes
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