Choose/Select Contacts dialog box

Use this dialog box to select the Project Center contacts to add as administrators to a project, or to select contacts to add to a form, depending on where you accessed it from. Mark the checkboxes of the contacts you want to add, then click OK.

The contacts in this dialog box come from the Project Center contacts database.

To select several checkboxes at once, use  the Shift or Ctrl keys, then press the Space bar to mark all of the highlighted checkboxes.

Selection drop-down

Internal Team Members/Contacts

Choose this option to list all internal members of the project team or contacts in the database (Project Center users).

External Team Members/Contacts

Choose this option to list all external members of the project team or contacts in the database (non-Project Center users).

All Team Members

Choose this option to all project team members.

All Contacts

Choose this option to list all contacts in the Project Center contacts database.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the contact that you are searching for (or the email address, or company), enter at least part of the text in this field. The list updates automatically as you type. For example, if the contact you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only contacts that have the letter m somewhere in one of the columns.

Add Contact

Click to open the Add Contact dialog box to add a new contact to the Project Center contacts database.

 

To access this dialog box

You can access this dialog box by clicking CC from the following dialog boxes:

●        Generate Form Letter dialog box

●        Add Form Letter dialog box

●        Modify Form Letter dialog box

●        Test Form Letter dialog box

●        Specify Project Administrators dialog box (by clicking Add)