How to add a contact to a Project?
Option #1
- Right click a Contact, click
'Add to Project...'
- Choose
'Create new Project'
or'Add to existing Project'
- Click
'Ok'
to Add to Project.
Option #2
- Right click a Contact, click
'Copy Contact'
. - Right click a Project, click “
Paste
“: 'Contact' - Click
'Yes'
to confirm the relation.
Option #3
- Right click a Project, click
'Copy Project'
. - Right click a Contact, click
"Paste
: 'Project'" - Click
'Yes'
to confirm the relation. - You can view the Contact to Project relations via the dual panel view by selecting Relations -> Projects (from the contact view) and Relations -> Contacts (from the Projects view).