View a Contact's Projects

OBJECTIVE

To view a Contact's Projects in ConstructionOnline

BACKGROUND

Contacts within ConstructionOnline are referred to as Users, and are divided into five categories: Company Employees, TeamLink Users, ClientLink Users, Leads & Basic Users. A first name, last name, and email address are required information for adding a user.

THINGS TO CONSIDER

  • Badges will appear beside Contact names in your Company Contacts list to denote whether they are a Company user, Company Admin, ClientLink user, TeamLink user, or Lead

STEPS TO VIEW A CONTACT'S PROJECTS

A. From the Contact's Timeline:
  1. Navigate to Contacts via the Left Sidebar
  2. Click the Contact's Display Name  
    1. This will open the Contact’s Timeline
  3. Scroll down to the Related Projects section under the Contact’s Name
B. From the Contact Details:
  1. Navigate to Contacts via the Left Sidebar
  2. Right-click on the contact 
  3. Click Edit Contact
    1. This will open the Contact Details window
  4. Select the Projects tab

    HAVE MORE QUESTIONS?

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