Within Teamwork.com, you can create contacts on your site or individual projects to record a person's contact information.
Note: Contacts cannot log in to your site. They cannot be assigned tasks or receive email notifications.
To add a new contact, select the More option in the main navigation menu on the left of your site and choose People from the pop-out menu.
To add a new contact, select the More option in the main navigation menu on the left of your site and choose People from the pop-out menu.
Click the arrow to the right of the Invite Users button in the top right of the People list and select Add Contact from the dropdown menu.
Note: Site administrators and users with permission to manage people and companies can create contacts.
In the Add Contact modal, you can add the person's email, name, and choose a company to associate them with.
Options for contacts include:
- Essentials: When adding a contact, the only requirements that are mandatory are the user’s name, email and company. An email address can only be used once per installation. You can also upload a photo to the contact.
- Details: You can add the contacts job title, office phone, cell Phone, home phone, fax, alternative email addresses, and open ID.
- Address: The person’s address.
- Profile: Public profile details can be entered and viewed by any user on the site.
- Notes: Private notes - these will only be visible to people in the owner company.
- Social: Social handles such as Twitter, LinkedIn, Facebook, website, and a choice of messenger services.
For more information, see: Downgrading a User to a Contact