Associate Topics with Contact Profiles

It is very often that a project (topics) involves several people (contact profiles). In this case, you can link them together.

To link a topic with contacts, simply open up that topic, scroll down to the foot notes section, then click on the “Add” link in the “People related to this topic” section.

You can pick a contact to link with from the contact profile drop-down list, or create a new profile and link with it, by entering the desired name and hit “enter”.

You can also see all the linked topics from contact profiles, but you can’t link to topics from contact profiles.


Related posts:

  1. Inter-linking topics
  2. Inserting QuickNotes into topics or contact profiles
  3. Exporting projects and contact profiles
  4. Create new documents in projects and contact profiles
  5. Contact Profiles

Contribute something on this topic?

Your email is never published nor shared. Required fields are marked *

*
*