Project Contacts (Other) - Edit

Suggested Prior Reading

Project Contacts (Other) List - Accessing

Project Contacts (Other) List - Overview

Project Contacts (Other) List - Layout and Navigation

View/Edit Project Contact (Other)

The details about a project contact can be viewed and/or edited.

Any changes made to a Contact are globally applied. i.e. the Company Address Book and the User are updated.

To View/Edit a Contact

  1. Go to the Project Contacts (Other) List, see Project Contacts (Other) List - Accessing
  2. Locate the Project Contact to view/edit. See Project Contacts (Other) List - Search and Filter and Page Navigation.
  3. Right click on the Project Contact and select Edit from the context sensitive menu.

OR

Hover on the Project Contact Line and click the Remove button

The Edit Project Contact form appears.

This form will differ depending on the User Type; Company User Type or Guest User Type.

For Company User Types, see Edit Project Contact - Company User Types.

For Guest User Types, see Edit/View Project Contact - Guest User Types.

More Information

To see all the options available for the Project Contacts (Other), see Project Contacts (Other) List - Layout and Navigation.

Next Steps

To add a project contact, see Project Contacts (Other) - Add Contacts

To manage Trades of a Project Contact, see Project Contacts (Other) - Manage Trades

To set permissions for a Project Contact specific to that Project, see Project Contacts (Other) - Permissions

To set notifications for a Project Contact specific to that Project, see Project Contacts (Other) - Notifications

To remove a Contact from being a Project Contact, see Project Contacts (Other) - Remove


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