Contact projects tab
Updated over a week ago

What is the contact projects tab?

See all of the projects that this contact record is listed on the Project > Contacts tab. The contact projects tab is available for all three contact types: company, individual, or personnel. This allows you to see which contact is part of a project team at a company level, or at the staff level in an open personnel contact.

Contacts that are listed as project contact can be included in project communications like document portal sharing, transmittals, document template outputs etc.

Why use the contact projects tab?

See which projects that the contact is involved with and listed as being part of the project team.

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