To share project information with the
other parties in the project, you need to add the parties to the project management job.
Note: It is important that the first contact in the project is the job site contact or
the correct /Ship
To/Bill To as this can populate the Sold
To/Ship To information that populates the shipping ticket information for the job.
-
In the Project
Contacts section of the Project dialog box,
click Add Contact.
The Contact Properties dialog box opens.
-
Add
properties in the dialog box.
| Option |
Description |
|---|
| Type |
Select the contact type. |
| Name |
If the company is in the Address
Book, select the name.
To add a new company - Type the name of the company.
- Press Enter on the
keyboard.
- To add the contact, click Yes
Note:You need to add the contacts for the
new company manually. To do so, click
Edit on the right side of the
Name field. Include also the
shipping and mailing addresses. For detailed
instructions, see Add contacts to the address book and
Add companies to the address book.
|
| Title |
Type the title or function of your contact
person. |
| Ship To Address |
Select the shipping address. |
| Bill To Address |
Select the billing address. |
| Contact |
Select the contact that you want to add. |
-
Click OK.
