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Associating contact to project

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Associating contact to project

Postby joelantero » Fri Jan 13, 2012 5:52 am

First , all the best for 2012 year.
I'm brand new user at cc. Some things are missing in my opinion at software or at my knowledge.
How can I associate a new contact to a project. Objective to see the contact at the the dashboard project / contacts of project
Best regards
Posts: 4
Joined: Thu Dec 29, 2011 12:13 am

Re: Associating contact to project

Postby ClearContext Support » Fri Jan 13, 2012 11:18 am

Thanks for the feedback. Currently the Project Contacts are automatically determined by what emails you have filed to a Project folder. We are considering adding a way to manually add Contacts to a Project in a future release.
ClearContext Support
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Joined: Wed Jan 09, 2008 1:52 pm

Re: Associating contact to project

Postby Bill Banowsky » Thu Jan 19, 2012 10:04 am

I think this is an important need because sometimes you want to associate contacts as resources that you are not sending emails to but actually calling on the phone.
Bill Banowsky
Posts: 2
Joined: Fri Dec 16, 2011 7:49 am

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