Related Contacts, Tags and Permissions
The Related Contacts, Tags and Permissions sections on a project work identically to those on properties and listings in the core Rex CRM.
- Link [Adding related contacts]
- Link [Tags]
- Link [Permissions]
This below can be deleted though it may come in handy if we need to write a new adding related contacts help doc.
Adding related contacts
- On the right hand side, you should notice a Related Contacts section - click the + Add related contact button
If you already have a contact record created for this contact, start typing their name into the Name field and select the appropriate record when it appears in the drop down below.
- Alternatively, it's easy to quickly create a new contact by typing their full name into the Name field and clicking the + Add new contact option that will appear in the drop down should the contact name not exist in the system. Fill out their details in the dialog box provided.
- Once you have selected your contact, type their relationship with the project in the field This contact is [project name]'s. (I.E; Owner)