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Project Contacts

Open a Project in the list view, and then select the 'Contacts' option from the tab menu in the top right corner of the Project record. Or in the project list view select the actions menu and choose the 'contacts' tab option.

What is the Project Contacts Tab?

The Project Contacts Tab displays a list of all the external parties that are involved with the project. The Active Project Contacts filter is applied by default to this tab. The contact details are used for creating documents, invoicing, and reporting.

Why use this Project Contacts Tab?

Get quick access to contact details whilst out of the office using your laptop, mobile, or tablet device.

Actions available

ClosedEmail the contact

Click the address shown in the 'Email' column to open a new email message in your email client.

ClosedOpen the contact record

Click on the Contact Name to open the Contact record and view the details.

ClosedOpen the personnel record

Click on the Personnel Name shown to open the Personnel record and view the details.

ClosedUsing the Project Contacts Filter

The project contacts filter is shown in the top left corner. Contacts are marked as Active or Inactive for a Project within the Synergy desktop application. The active flag cannot be updated in the Synergy Cloud Application.

Use the available filter options to alter what contacts are shown:

  1. AllClosedBoth active and inactive project contacts are displayed.
  2. ActiveClosedOnly contacts marked as Active on the project are displayed.
  3. In ActiveClosedOnly contacts marked as Inactive on the project are displayed.
ClosedUsing the actions menu

Each row in the Project Contacts tab has an actions button shown on the far right. Click on the actions button to either:

  1. Open the contact - This will open the contact record shown on that row of the project contacts tab.
  2. Open the personnel - This will open the personnel record shown on that row of the project contacts tab.

Click on the image above to see the Project Contacts tab.

Columns available

ClosedProject Contacts tab columns are
  1. CategoryClosedThe type of contact, such as Client, Builder, Council, Architect etc.
  2. Primary contact ClosedThis main contact to call about project queries.
  3. Invoice contact ClosedThe main contact to send/address on project invoices.
  4. ContactClosedThe company contact name. Click on the contact name to open the contact record and see the phone or address details.
  5. PersonnelClosedThe person at the company contact to call about that type/category of queries. Click on the personnel name to open the personnel record and see the phone or address details.
  6. PhoneClosedThe phone number for the personnel. Click on the phone number and it will try to dial that number. It will either launch a internet phone application like Skype that is installed on a PC, or on a tablet or mobile/cell phone it will activate the default phone application on your device.
  7. MobileClosedThe mobile number for the personnel. Click on the mobile number and it will try to dial that number. It will either launch a internet phone application like Skype that is installed on a PC, or on a tablet or mobile/cell phone it will activate the default phone application on your device.
  8. EmailClosedThe email address for the personnel is shown. Click on the email address to start a new message to the personnel shown in your default email application.

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