10.1 Linking Projects to Contacts
A project can be
linked to a contact in two ways. First by searching for and linking the contact
within the project screen or secondly, by creating a new project from a contact
screen the contact will be linked automatically to the project.
To link a
contact to an existing project, go to the overview screen of a project and
search for the contact within the field.
The project will show up in
a contacts account. Conversely, if a project is started form a contact the
project will automatically be linked to the contact.
With either method, the
project will be linked to the contact and show up in that account and the
contact will be displayed within the project.