View Contact dialog box

2 minutes
9 months ago

View Contact dialog box

Use this dialog box to view the details of a Project Center contact.

Contact tab

Email Address

The contact’s email address.

First Name/Last Name

The contact’s first and last names.

Company

Company

The contact’s company.

View

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

Office Location

The contact’s office location.

Disciplines

The disciplines for this contact.

Job Title

The contact’s job title.

Department

The name of the contact’s department.

Address

Use Office Address

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

Copy

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

Map It

Click to open the address in Google Maps.

Address

The contact’s address.

City

The contact’s city.

State/Province

The contact’s state/province.

Zip/Postal Code

The contact’s zip code.

Country

The contact’s country.

Address Type

The type of the address (mail, office, etc.).

Notes

Any notes about the contact.

Numbers

Work/Mobile/Home/Fax

The contact’s work, mobile, home, and fax numbers.

 

Status

  • Active indicates this contact is an active Project Center user.

  • Inactive indicates this contact is an inactive user. Inactive users 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

Whether the contact was added Manually or from the Microsoft Exchange Global Address List.

Project Assignment tab

This tab lists all of the projects on which this contact is a team member.

Add to Other Projects

Click to open the Select a Project dialog box to add this contact as a team member to other Project Center projects.

Remove from Project

Click to remove this contact as a team member from the selected project.

 

To access this dialog box

You can access this dialog box in the following ways:

Right-click on a contact name throughout Project Center and select View.

Click View Contact from the Tasks panel of the Newforma Contact Directory Utility. (This task is available only to non-administrators.)