Attach Contacts to Basic Projects

When you create a basic project record, the contacts on the customer are not copied to the new project record.

To attach a contact to a saved project record:

1. Go to Lists > Relationships > Customers.
2. Click Edit next to the project you want to attach contacts to.
3. Click the Relationships subtab.
4. In the Contact field, select a contact.
5. You can also click New Contact to create a new contact record.
6. In the Role field, select what responsibility this contact has in relation to this project.
7. Click Attach.
8. When you have finished adding contacts, click Save.