Projects: Adding Contact Persons

You have a project and of course, you also need to know the point of contact in those projects.

1. Navigate to the Projects section then select the project from the list.

2. Go to the Project Info tab then click EDIT PROJECT

3. The default screen in the Edit mode is the Project Info. From here you can scroll down to the Contacts section.

4. To add contact, click the  button and the input fields will appear. Fill with the appropriate and available information. To add more contacts, just click the Add button again.

5. Save changes by clicking the  button.

Below is an example of added contact information and associated with a project.

Reports Client Contact List

You can also see the overall added contact information per project on the Client Contact List from the Reports section of the application.

• Contact list can be filtered by Branch, by Client, by Project and by Contact Name.

• To export, click the (download) button on the right.

The filtered results can be exported as is. What you see on the list will reflect on the spreadsheet.

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