Add Contact dialog box

Use this dialog box to add a new contact to the Project Center contacts database, and set the contact’s status. You can then add this contact to the project team in the Project Team activity center.

Contact Information tab

Email Address

Enter the contact’s email address.

First Name/Last Name

Enter the contact’s first and last names in the respective fields.

Disciplines

Click to open the Choose Disciplines dialog box to select disciplines for this contact.

Job Title

Enter the contact’s job title.

Department

Enter the name of the contact’s department.

Roles

Click to open the Choose Roles dialog box to assign the roles the contact performs.

Culture

Click to open the Select a Culture dialog box to set the language for any notifications that are sent to the contact that are not project-specific, such as Info Exchange account notifications and password reset instructions.

Company

Company

Click to open the Choose Company dialog box to select the contact’s company.

Edit

Click to open the Modify Company dialog box to view the listed company’s information.

Office Location

Click the drop-down list to select the contact’s office location.

Numbers

Work/Mobile/Home/Fax

Enter the contact’s work, mobile, home, and fax numbers.

Show in Contact Lists

Mark this checkbox to list this contact in contact dialog boxes and contact lists throughout Project Center. All users will be able to see this contact.

If this checkbox is not checked, the following occurs:

Users with Content Administrator and Global Administrator roles will still have full access to the contact’s information, but for Professional users:

The contact will still appear in Project Manager, Principal in Charge, and Main Contact fields and columns in projects.

The contact will still appear in the Project Team activity center.

The contact will appear in Main Contact fields in company dialog boxes..

The contact will appear in Send To/From/To/ Forwarded to/Due Back from/etc. fields for project items throughout Project Center.

The contact will not appear in the Contacts tab of the Newforma Contact Directory.

The contact will not appear in Browse Company Contacts dialog box from the Contact Directory.

The contact will not appear in the Select Project Team Members from Companies dialog box or the Choose New Team Members from Global Contact List dialog box.

The contact will not appear in the Choose Project Team Members dialog box or the Choose a Project Team Member dialog box in the All Contacts filter list.

Status

• Select Active if this contact is an active Project Center user.

• Select Inactive to inactivate this user. When you make users inactive, they cannot log into Info Exchange, and they do not appear in project teams. If the users are reactivated, they will reappear in project team lists.

Source

Select whether the contact was added Manually, from the Microsoft Exchange Global Address List, or from another list.

If the source is the Global Address List, the fields in this dialog box are read-only and cannot be edited.

Address

Use Office Address

Mark this checkbox to use the information from the office selected in the Office Location field.

Copy It

Click to copy the information in the address fields to the clipboard.

Map It

Click to open the address in Google Maps.

Address

Enter the contact’s address.

City

Enter the contact’s city.

State/Province

Enter the contact’s state/province.

Zip/Postal Code

Enter the contact’s zip code.

Country

Enter the contact’s country.

Address Type

Click to open the Choose Address Type dialog box to choose the location’s type.

 

Contact Notes tab

Use this tab to add comments and notes about the contact.

Add

Click to open the Add Comment dialog box to add comments about the contact, which you can relate to a project.

Modify

Click to open the Modify Comment dialog box to edit comments.

Delete

Click to delete the selected comment.

Date

The date and time the comments were entered.

Author

The author of the comments.

Remarks

The comments.

Related To

The project the comments are related to, if any.

Notes

Enter any additional notes about the contact in this section.

 

Custom Fields tab

This tab will appear if there is a custom field layout defined for contacts. This tab lists any additional fields that were created for the custom layout.

 

Change Log tab

This tab lists any changes made to this contact’s information.

 

To access this dialog box

You can access this dialog box in the following ways:

Click Add Contact > Add Contact Manually from the Tasks panel of the Project Center Administration activity center Contacts tab.

Click Add Contact from the Tasks panel of the Newforma Contact Directory.