Add a courtesy copy

When you add a courtesy copy to a draft record, the record automatically changes to the next status in the list.

If the notification setting is on, courtesy copy recipients receive an email when they're added.

Copy the contact details

You can copy the contact details.

  1. On the contact card, hover over the profile picture or initials.
  2. In the contact popover, select the contact information that you want to copy.
    The contact information is copied to your clipboard.

Add a courtesy copy

You can add a courtesy copy.

To add a courtesy copy:
  1. In the Courtesy Copies section of the panel, select Add.
  2. Open the list of users, contacts, or distribution lists.
    • To open the list of ProjectSight users, select Users.
    • To open the list of company and project contacts, select Contacts.
      Tip: To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.
    • To open the distribution lists of contacts, select Distribution list.
    The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.
  3. Select the checkbox for one or more names or distribution lists.
    Note: If you select the checkboxes for some names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.
  4. Optionally, to invite a member, select Invite member.
    This option is available if you have permission to invite members.
    1. In the Email field, enter or select the email address.

      If you select an existing email address, the contact's name, company and default security role are entered automatically.

    2. Assign the member a role as follows:
      • From the Security role list, select a security role to make the new team member a ProjectSight user.
      • Alternatively, select None (contacts only) to make the new team member a project contact.
    3. In the First name and Last name fields, enter the name.
    4. Assign a company as follows:
      • In the Company field, select the company.
      • Alternatively, enter a new company name, and then select Add.
    5. Save as follows:
      • Select Save.
      • Alternatively, select Save & add another to invite another team member.
  5. Select Done.