Projects Tab of Contact Info Center

Use the Project tab to associate one or more projects with a contact. You associate a project record with a contact record when you add it to the Projects grid. Both records reflect the association.

Contents

A project record must exist in your database before you can associate it with a contact record.

Projects Grid

The fields on the grid display information from the project record in the Project Info Center.

Field	Description
Projects Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a project to the Projects grid.
Remove	Click this option to remove a project from the Projects grid.
Project	This field displays the project number.
Name	This field displays the project's name. Click Edit to use the Text Editor to enter information.
Role	Click in this field and use the drop-down list to select the contact's role on the project. If the contact is entered in the Primary Contact field on the General tab of the associated Project Info Center record, the role displays as Owner. You define contact role options in Code Table Configuration.
Description	Enter additional information about the contact's role on the project. Click Edit to use the Text Editor to enter information.