How to... Complete the step-by-step instructions for the tasks that you perform when managing contacts. Related Topics:Add a Contact You can create an internal contact record for someone that works within your organization, or an external contact record for someone that works for an external organization, such as a client or a contractor. Edit Contact Information You can edit contact information for yourself, or other contacts, including contact details, contact methods, interests, and notes. Update HR Information You can edit the HR details for a contact, such as a contact's employment details and emergency contacts. Update Skills and Qualifications You can add and edit any skills and qualifications that relate to a contact's role within an organization. This includes existing skills and qualifications, and ones that are being worked towards. You can also view upcoming courses and expiring qualifications for other people within your organization. Move a Contact to a Different Organization You can move a contact to a different organization. For example, when an internal person moves to a different branch of your organization. When you move a contact, you choose whether to keep their contact methods and associated contacts. Deactivate a Contact You deactivate a contact when they leave an organization. This removes them from all records that they are associated with, and the contact cannot be added to any further records. Search for Contacts You can search for internal and external contacts within PIM using either the Quick Find or Advanced Search options. Parent Topic: Contacts HomeDeltek PIM HelpContactsHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when managing contacts. Related Topics:Add a Contact You can create an internal contact record for someone that works within your organization, or an external contact record for someone that works for an external organization, such as a client or a contractor. Edit Contact Information You can edit contact information for yourself, or other contacts, including contact details, contact methods, interests, and notes. Update HR Information You can edit the HR details for a contact, such as a contact's employment details and emergency contacts. Update Skills and Qualifications You can add and edit any skills and qualifications that relate to a contact's role within an organization. This includes existing skills and qualifications, and ones that are being worked towards. You can also view upcoming courses and expiring qualifications for other people within your organization. Move a Contact to a Different Organization You can move a contact to a different organization. For example, when an internal person moves to a different branch of your organization. When you move a contact, you choose whether to keep their contact methods and associated contacts. Deactivate a Contact You deactivate a contact when they leave an organization. This removes them from all records that they are associated with, and the contact cannot be added to any further records. Search for Contacts You can search for internal and external contacts within PIM using either the Quick Find or Advanced Search options. Parent Topic: Contacts HomeDeltek PIM HelpContactsHow to...