Add an External Contact to an Enquiry

You can add contacts from an external organization to an enquiry, such as contractors and subcontractors.

To add an external contact to an enquiry:

1. Navigate to the enquiry.
   You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
2. On the Organizations and Contacts band, click Add Contact.
3. On the Add Contact window, enter the name of the contact in the Contact field. When the name of the contact appears, click it to select it.
4. If the contact is a key contact, select the Key Contact check box.
5. If the contact will be an active contact, select the Active Contact check box.
6. To invite the contact to collaborate on the project or enquiry, select the Teamwork User check box.
   Teamwork users receive an email with login details and a link to access your PIM system. Access is limited to only the projects and enquiries that you invite an external user to collaborate on. Teamwork users can view project information, view and add markup to existing documents, and upload their own files. For information, see PIM Teamwork.
7. In the Role Details field, enter the contact's role.
8. Under Role Type, select one or more roles to assign to the contact.
   If you selected the Teamwork User option, the role that is configured for external access is automatically assigned to the contact. You can assign additional roles, if required.
9. Click Next.
10. Do one of the following:
    • If the contact's organization is already linked to the record, select the contact's organization.
    • If the contact is a member of an organization that is not currently linked to the record, click to add the contact's organization.
11. Click Finish.

If you selected the External User option, the contact is sent an email with details on how to access the enquiry.