Article from August 28, 2022

Select Client Contact for the Project.

You can now choose any contact person for the project. Typically, this is the (main) point of contact on the client's side. In the future, there will be more refined options for address management.

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The new contact selection offers these benefits:

• In the project form, a contact person can be added after selecting the client.
• The chosen contact, including contact details, is displayed and linked in the project details.
• If you create a project from a lead, the contact is carried over.
• The contact is also part of the project export (Excel).
• Assigned active projects are listed within the contact itself.