Use the
Contacts tab in the
Firms area to view and update
contact information for a
firm.
Contents
Firm hierarchies are enabled in
.
-
This
firm only: Select this option to only display records directly associated to this
firm. This option displays when a
firm hierarchy is established.
-
This
firm and all lower levels of the hierarchy: Select this option to display all records associated to this record and any records associated to records lower in the hierarchy from this
firm. This option displays when a
firm hierarchy is established.
Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see
Work with Grids.
| Field | Description |
|---|
| Contacts Grid
|
The grid on this tab displays the
contacts who are currently associated with the
firm. You can edit
contact information, and you can associate a new
contact with the
firm. Changes you make also update the
contact information displayed in the
Contacts area.
To add another
contact for the
firm, click
+ Add
Contact below the grid, and select the
contact in
Name in the empty row that displays. Type one or more characters from the
contact name to select from a list of
contacts whose names contain those characters. Click
 to select from the full list of
contacts. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
To copy or delete a
contact on the grid, click
 , and select the desired option.
|
| Name
|
This column displays the
contact's name.
Click the name to display a tooltip containing
contact information: job title, location, phone numbers, and email address. Click
More in the tooltip to display the full
contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
A
contact can only be associated with one
firm. If you try to associate a
contact with a second
firm,
Deltek informs you about the existing association. If you confirm that you want to create a new
firm association, the existing association with the first
firm is removed.
|
| Status
|
This column displays the status of each of the
contacts: active (green) or inactive (gray). By default, a newly added
contact is active. To change the status of a
contact, click the status icon and select the status.
|
| Title
|
This column displays the
contact's job title. To change the title, click
in
Title and select the title. If none of the standard titles apply, you can enter a title that is not on the list. If you enter a title not on the list, however, be aware that your entry is not automatically added to the standard list of titles. If you think it should be on the list, ask your system administrator to add it.
|
| Work Phone
|
This column displays the
contact's work phone number. If necessary, you can change that number.
|
| Mobile Phone
|
This field displays the
contact's mobile cell phone number. If necessary, you can change that number.
|
| Location
|
This field displays the
contact's location. If necessary, you can change that location.
|
| Email
|
This field displays the
contact's email address. If necessary, you can change that email address.
|
| Ajera Sync
|
This check box shows you are working on a database that has integration set up between
Deltek and Deltek Ajera. Select this check box and
Deltek synchronizes the contact with Ajera.
|
| You can select up to five contacts to be synchronized with Ajera.
|
