Edit Contact’s Grid Information

This entry is part 17 of 25 in the series Setup Guide - Contacts

If you have permission, you can edit a Contact’s Grid view information.

To make changes in Grid view:

  1. From the Project Dashboard, access the Team Contacts area.
  2. To the left of the Contact’s name, open the Contact Options menu.
  3. Select Edit.
    Seven columns will appear in edit mode.
  4. Make the necessary changes/
  5. Accept the row and Save your changes.

 

To assign another role to a Team Contact:

  1. From the Project Dashboard, access the Team Contacts area.
  2. To the left of the Contact’s name, open the Contact Options menu.
  3. Select Another Role. A new edit row with the Contact’s name will appear.
  4. Enter or Look up a new role for the Contact.
  5. Accept the row and Save your changes.

 

Series Navigation<< Adding and Deleting Team ContactsThe Contacts Dashboard – Contacts View >>