Projects - Add Contact(s) via Quick Search of the Address Book

Suggested Prior Reading

Contacts - Overview

Project Contacts - Overview

Projects - Add Contacts

Project Contacts (Other) - Add Contacts

Add Contact via Quick Search of the Address Book

  1. See Projects - Add Contacts to navigate to the Project and the Project Contacts Form
  2. Click "Add Project Contacts" button from the Project Contacts form.
  3. From the drop down list, select "Quick Search"
  4. The Quick Search form displays with the title "Select Contacts". This form lists all the active and non-active contacts from the Global Menu option Contact List).
  1. Click in the Search box at the top of the form to enter the full or a portion of the Company Name, Contact Name or Email to search for. As characters are typed in the list will narrow to only those that match.
  2. Click in the check box in the first column to select the individual Contact(s) to add.
  3. Click Save.

  1. The Quick Search "Select Contacts" form closes. The Project Contacts list displays with the Contacts now listed.

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