Assigning Clients to a contact via the Client/Project Profile Page

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You can assign Clients to a contact via the Client profile page or Project profile page

Assigning via the Client Profile Page

To assign from the Client Profile Page select Clients

Select the Client

Select Contacts and choose the contacts via the Dropdown Menu

Select Assign Contacts

Assigning via Project Profile Page

Select Projects and select the required Project

Select Contacts
Select the contacts via the Contacts Dropdown and select Assign Contacts

Assigning via the Contact Profile Page

Select Clients

Select Manage Contacts

Select the required contact

Select Projects

Here users can assign both Clients and Projects to the contact

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