Projects - Add Contact(s) via Quick Search of the Address Book
Updated
Suggested Prior Reading
Project Contacts (Other) - Add Contacts
Add Contact via Quick Search of the Address Book
- See Projects - Add Contacts to navigate to the Project and the Project Contacts Form
- Click "Add Project Contacts" button from the Project Contacts form.
- From the drop down list, select "Quick Search"
- 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).
- 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.
- Click in the check box in the first column to select the individual Contact(s) to add.
- Click Save.
- The Quick Search "Select Contacts" form closes. The Project Contacts list displays with the Contacts now listed.
