To create Projects and at the same time Add new Contacts via the ios App the User needs to have Permissions to Edit Projects and Contacts.
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1 To create Projects and at the same time Add new Contacts via the ios App the User needs to have Permissions to Edit Projects and Contacts. In the Web Profile Manager make sure the following boxes are checked: - ios App - Projects > Show > select the what Projects the User can have access to: a) All, b) In Division, c) Has relation to Projects > Allow Editing Project > Always Page 1 of 8
2 1. Select the Projects view. To create a new Project click on the + icon 2. Add Project information, for Name and Contact click in the area or on the Pen icon as indicated in the picture. Page 2 of 8
3 3. Add the Client Contact from the list or create a New Contact by clicking on the + icon. 4. In New Contact Window fill in the details of the Client. Page 3 of 8
4 Add Contact Company name, either from the existing Companies or add the New Company name 5. New Company name added, select Done Page 4 of 8
5 6. Select Contact Type CLIENT Page 5 of 8
6 7. Contact Created click Done 8. Click Contacts to get back to Contact Database Page 6 of 8
7 9. In Contacts click Cancel Brings you back to the Project 10. In Project add the newly created Contact Page 7 of 8
8 11. Select Contact 12. Contact added to Project. To find the Project Custom fields, click on the box with When project information added click Done to save. Page 8 of 8
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