How to add the Project Manager from the Client side
Whenever you start a new project with one of your clients, you have a counterpart there, a person that is your connection for that project, from the Client`s “yard”. So, how better to remember who that person is than to add the name to the project file! In order to do that, you need to follow the next simple steps:
- Create the “Contacts” for your clients by editing the Clients’ profile in Management/Clients/Contacts
- After you created the contacts for the Client – can be one or more, you can add just 1 Client PM to the project by going to Management/Projects and edit the Project managers tab, when the project is already created. The “Client project manager” field has a drop-down list with all the contacts that you have for that client, and you can only choose one name from the list.