Create a Project Community

Create a dedicated community for members of a project or enquiry. Add internal or external contacts to facilitate document basket sharing and quickly assign members of a community to campaigns.

To create a project community:

  1. Go to the project or enquiry that you want to create a community for.
    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. In the Project Communities or Communities section, click .
  4. On the Edit Community dialog box, enter the following information:
    Field Description
    Name Enter a user-friendly name for the community
    Email Address Required Deselect this option if you want to allow contacts that do not have an email address in the system to be added to the community. You leave this option enabled if you want to restrict the community to contacts that have a registered email address.

    Note that if the community is used for marking campaigns, community members that do not have an email address will not receive email communications.

    Contact Type By default, both internal and external contacts can be added to the group. You can choose to restrict membership to only internal or external contacts.
    Notes Enter any notes about the community, such as the purpose.
  5. Click Save.

Post-requisites: After you create a community, follow the task to Add Contacts.