Article from August 28, 2022

Selecting a Client Contact for the Project

Now you can select any contact person for the project. Typically, this is the (main) point of contact on the client's side. In this context, there will also be more differentiated options for address control in the future.

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These are the advantages of the new contact selection:

• After selecting a client in the project form, a contact person can be added.
• The chosen contact, including contact details, is displayed and linked in the project details.
• If you create a project from a lead, the contact is carried over.
• The contact is also part of the project export (Excel).
• In the contact itself, assigned active projects are listed.