Managing my contacts

Emmanuel 's Avatar

Emmanuel

11 Jul, 2016 03:49 PM

Is there a quicker way to edit and remove contacts from projects without having to go into each project to see if they are working on that specific project?

  1. Support Staff 1 Posted by John on 11 Jul, 2016 03:56 PM

    John's Avatar

    Hi Emmanuel,

    Thank you for your inquiry.

    You can easily view which projects each contact
    is associated with by simply accessing the Contacts
    screen.

    Here's how:

    http://dooster.net/wp/contacts-crm/use-contacts/

    Remember a contact can only work on a project
    if you have made them a member.

    You can do this by simply using the “Invite New Person”
    feature.

    Please let me know if you have any futher questions.

    John

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

20 Apr, 2018 10:10 PM
18 Apr, 2018 02:00 PM
19 Feb, 2018 06:28 PM
04 Jan, 2018 10:48 AM
13 Dec, 2017 12:24 PM