Hi Kevin, Vic might have other insights, too, but to confirm, yes, the three steps you've correctly described are the main trick. From there, you've then got many options on how to then leverage them, but for your "strictly contacts" case, I'd suggest you consider: - adding one Issue (or Task...we're bending rules here to get a 1:many relationship) under the Project for each Contact you need - assign the User to each such Issue (or Task) - mark the Status as Closed (or consider creating a special Status called "Contact" that is based on the built in Closed status) to prevent those Issues (or Tasks) from interfering with the Open Items (or Timeline; noting that Closing a Task will also lock in its Actual Start and Actual End Dates) - add "individual" custom data to such Users (eg start date, last refreshed date, last correspondence date, expiry date, cell, email, timezone, Is Customer, Is Supplier, etc.) so you only have to maintain them once - add "project specific" custom data to such Issues (or Tasks) for sorting, grouping, and filtering purposes (eg Project Position, RASCI Default, Onboard Date, Offboard Date, etc.) - build Issue (or Task) views that pull the custom data of interest together (and optionally add colors to help draw attention to missing and important data) - use those views to build reports, dashboards, and custom tabs tabs so that (at last!) you have a "Contacts" tab on every Project that automatically filters to just those Issues (or Tasks) that show exactly what you care about If do you travel to Contact Beach, I'd love to see a screen shot Postcard of how it turns out! Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand!
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