Contacts Section

Contacts List

In the Contacts section, all contacts in the project, along with their contact information, are listed by last name. A contact’s different roles and locations in the project can be seen in the Role column of the list.

Roles

The Role column displays a contact’s project role and project locations. If a contact has more than one role and location, click through using the arrows next to the role to see additional roles and locations or to add a project role. For any location, click on the location link to be taken to that field in the project. 

Contact Details

Contact details and additional information can be viewed in the contacts flyout and in the contact card. 

Contacts Flyout

Click on a contact or on the information icon in the top right corner to open the contact flyout, which displays the contact’s information and details their associated projects. 

In the Associated Projects section at the bottom of the flyout, you will see a list of all projects that contact is associated with. Each associated project also displays the sections where the contact has been added in that project.

If a contact is added in multiple places, you can click Search Deeper to go to all search results for that contact.

Contact Card

Any additional or custom information for the contact can still be viewed by opening the contact card. To open the contact card, double-click on the contact in the list or select a contact and click on the pencil icon.

Edit, Remove, and Create

Contacts can be edited by selecting the contact and clicking on the pencil icon, which will open the editable contact card. Contacts can be removed from the project by selecting the contact and clicking on the trashcan icon. Contacts referenced elsewhere in the project cannot be removed from the Contact section without first being removed from the other sections.

Adding Project Contacts Manually

In most scenarios, contacts will be added to their respective Person fields throughout the project. To add a contact to the project directly from the Contacts section, click the add user icon at the top right. In the Add Contact to the Project field, search for and select the contact. Enter the contact’s role for the project if needed, and click the plus icon to add.

If the contact does not yet exist, click the add user icon next to the Add Contact to the Project field to open a new contact card. Once the card is saved and closed, the new contact will be entered in the Add Contact to the Project field and can be added to the project. 

Filter and Search

To filter contacts, enter a term in the textbox at the top of the section. Contacts can be searched by their name, contact information, role, or tags.

Search results can be ordered by first or last name. Click the filter dropdown to switch between first and last name. Click on the AZ button next to the filter to reverse the order.