Contact roles
Updated over a week ago

What are roles?

Roles are set up to show the type of activity that the external people (contacts) will be assisting you with on projects. One or more roles can be assigned to a contact when it is created, or when the role is assigned to the contact within a project the contact record is updated to include the extra role.

When adding contacts to a project, use the role drop-down to limit the number of contacts shown. Roles are also shown within expenses (invoice/bills) to shorten the contact drop-down and can be shown in reports. Sample roles are automatically created when setting up an organization.

Why use roles?

Add roles to be assigned to contacts to show what type of work they assist you with on projects.

Did this answer your question?