You can do it in two ways.
- Adding a contact person from the general view of the CRM.
Go to the CRM base. Go to the Contract persons tab and select . Select the contractor to whom you want to assign the given person, enter his/her name and surname and click save.
To add more detailed data, click and complete the dialogue window.
At the bottom of the window, you can assign authorisations to logging into the IC Project system and set the Roles in the system.
Learn more about authorisations (roles) in the IC Project system.
- Adding a contact person to the selected contractor
In the CRM base, go to the selected contractor, go to the Contact persons tab and click . Complete the data or select the option , to add more details, then click .
The person assigned to the given contractor will be added.