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Contacts

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Contacts Tab

File:Si5Wiki/SI5/07Text_Interface/1Menu_Options/DT_Menu_Options/01Project_Information/02Contacts/contacts_tab.jpg


 

Owner 

Optional.  Typically is used to identify the key internal contact for the project.  However this field may be used in any way you like.

note_50The following field names are editable and may appear differently in your User Interface (UI).

 

Sales Rep

Optional.  This dropdown list may be edited via the Navigator>Setup>Application Settings tab.

Designer

Optional.   This dropdown list may be edited via the Navigator>Setup>Application Settings tab.

Project Manager

Optional. This dropdown list may be edited via the Navigator>Setup>Application Settings tab.

Other

Optional. This dropdown list may be edited via the Navigator>Setup>Application Settings tab.

External Project Contacts section

Optional. Use the [New], [Edit], and [Delete] buttons to manage external project contacts.  These contacts could be architects, general contractors, etc.  Clicking [New] opens a form where you can import contacts from your Outlook Contacts list.

File:Text_Interface/Menu_Options/Project_Information/image005.png

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Last modified
14:24, 26 Nov 2013

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