Contact Projects

Use these instructions for viewing and modifying the Projects Segment.

1. Locate Projects in the segments drop-list.
2. The Project Segment lists all Projects associated with the Contact.
3. Adding a Project to the list can be done through the Contact’s Add New Project workflow.
4. To access the Project record click on the Project # link in the list box.

5. The segment is separated into two list boxes with the Active Projects at top and the Closed Projects on bottom.