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
- Go to the Project Contacts (Other) List, see Project Contacts (Other) List - Accessing
- Locate the Project Contact to view/edit. See Project Contacts (Other) List - Search and Filter and Page Navigation.
- 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
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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