Contact Management -Company/Account and Project Level | Community
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AdminUs16
Level 2
June 18, 2018
New

Contact Management -Company/Account and Project Level

  • June 18, 2018
  • 1 reply
  • 305 views

a) Be able to enter multiple contacts per Account/Company

b) Be able to enter have multiple contacts per Project and these list can come from the Accounts level or manually added.

c) Be able to keep the Account main contact so it flows to the Project and Task Level if it's blank. The contact hierarchy should still work.

d) Be able to define the project role in the Project level per contact

e) Be able to define if the contact from the Project Level is the project main contact.

Having these features will allow us to have one source of info of all the contacts from Account, Project and Task level. It can be used as well to extract the project team without maintaining another list.

    1 reply

    khdlr
    khdlr
    Level 2
    October 30, 2018

    To add to the request

    It would be helpful to have the "Contact List" as a menu drop down so that project team members can quickly get to a project contact list. Not a staffing or people list, a project contacts list. The team members should also be able to add project contacts and the system admin can only add people (i.e. licensed or viewer only).

    The list should be reportable so that if we need to print off a list of project contacts and hand it to someone, we have the capability.

    Thank you for the consideration.

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