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Assigning Projects to Clients and Suppliers

Each project belongs to a client or a supplier.

To assign a contact to a project

  1. Select Projects from the left source list.
  2. Select the project you want to set a client or a supplier to.
  3. Select the General tab in the right pane.
  4. Click the blank squared button next to the Client: label.
  5. Select Clients or Suppliers from the top-right segment. The contact list will show either clients or suppliers according to the selected segment.
  6. Select a contact from the list and double click to accept it or click Ok.
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