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Adding/Editing Contacts of Client |
  
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Adding/Editing Contacts of Client |
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A client can have a number of contacts. Each contact has own contact details, and can be assigned as "client PM" to this client's projects. Contacts of clients can be also put into attention field of this client's invoices.
There are two ways of creating a new contact in Projetex:
A — Using New Contact Wizard. To create a contact, on New... menu click Contact, and follow the steps of New Contact Wizard. This option may not be available to some of the users due to their access rights limitations.
B — Creating a new contact of a client on the Main tab of Client window. To create a contact, follow the steps below:
1. Open Main tab of Client window.
2. Select a Client.
3. Click Contacts tab.
4. Click New button.
5. Fill in the fields in the New Contact window.