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Onvio
Projects
Add a contact to a project
Projects
Add a contact to a project
Before you begin
Make sure you're assigned to a permission group that has
Clients
and
Projects
enabled.
A contact can only be the client or someone listed in the
Relationships
tab for the client.
Add a contact to a project
You can assign a contact to a project during project setup or to an existing project.
In Onvio Center select
Projects
.
Add a new project or select
Edit
in the Actions column for an existing project in the list.
In the
General
tab, use the
Contact
field to select a contact.
Select
Save
when you're finished.
This article applies to:
Product:
Onvio
Audiences:
Staff
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