Manage main contacts

Set team members as the main portfolio or project contact.

In the team members grid, you can set team members as the:

  • Main portfolio contact: The default contact for the company. Each company can only have one main portfolio contact. When you select the company in a company field of a record, the main portfolio contact is selected automatically in the corresponding contact field.
  • Main project contact: The main contact for this project. Each company can have multiple main project contacts. You can use this column for reports or API requests.
  1. If the Main portfolio contact and Main project contact columns aren't displayed in the gird:
    1. En la barra de herramientas, seleccione (Columnas).
    2. Select the Main portfolio contact and Main project contact checkboxes.
    3. Seleccione Aplicar.
  2. Select the Main portfolio contact or Main project contact checkbox for a team member.