Directory Menu

1 minute
5 months ago

Directory Menu

Project Center (internal) users can use the Directory menu to access the Companies log and the Contacts log to view, modify and create new contacts and companies for use in projects. You do not need to open a project to access the global contacts and companies lists.

External users do not have access to the Directory menu.

 

 

Companies Log

Contacts Log

Contact Information dialog box

Company Information dialog box

Contact Profile

Modify Company Profile