What is the project contacts tab?
The project contacts tab is a list of all the people that make up your team for a particular project. You can use the project contacts tab to create a list of people that are working on your projects. This can include clients, external consultants, project managers, builders, and internal staff that are part of the project team.
Project contacts can be referred to for project contact information to send out email correspondence, project proposals, and invoices.
Having a quick list of the contacts for the project helps your staff quickly find the details for who to call or email about a project query by checking their role.
Getting started
Setup required before use | Who can use it? | Where is it? |
User Assistant project manager Project manager Director access Assistant administrator System administrator | Open Project > Project contacts tab |
Set up the internal project team list by adding your staff to the project contacts tab. This lets other staff know which people internally are involved with the project and what their role is in the project team.
Important project contact settings are:
Primary contact - the main person to contact about the project. This is usually the client or the person that makes project decisions.
Invoice contact - who the project invoices should be addressed to in the 'attention to' fields and mailed to by default.
Care of (c/o) contact - a third party that the invoice should be emailed or posted to.
Project portal - chat with the project team (external contact and internal staff) about project tasks, and share the project documents with the selected project contacts in the Synergy project portal. You can choose which contacts have full portal access, or which have restricted portal access.
Tip: Hide contacts by making them 'inactive' when they are no longer part of the active project team.