Add Contacts to a Community Associated with a Project or Enquiry

You can add contacts to a community associated with a project or enquiry.

To add a contact to a general community:

  1. Go to the project or enquiry that the community is associated with.
    You can search for projects and enquiries from the Activity Zone.
  2. Click the Tools tab.
    If the Tools tab is not displayed, click more to display all available tabs.
  3. Click the community that you want to add contacts to.
  4. On the community page, under Contacts, click .
  5. On the Add/Edit Contact window, use the Contact field to enter or select the contact that you want to add.
    The list will only display contacts that match the community's contact restriction settings. For example, if the community is restricted to internal contacts, only internal contacts will be displayed in the list.
  6. Click Save.