Adding A New Contact to a Project

Users can add new contact members to their projects. To add a new contact, the user must:

1. In TDNext, click the application menu, then click Projects/Workspaces.
2. Select the project you would like to add a contact to. A menu will be expanded beneath the project name.
3. From the menu under the project name, click Contacts.
4. At the top of the Contacts screen, click + New.
5. At the prompt, choose either Choose an existing person to add as a contact or Create a new contact.
6. To choose an existing person to add as a contact:
   1. Specify a project to add the contact to. The default project will be the one you chose in step 2.
   2. Optionally, choose a Category that this contact falls into.
   3. Use the search box or magnifying glass to select the Person you would like to add as a contact.
7. To create a new contact:
   1. Enter a first name for the contact.
   2. Enter an Organization for the contact.
   3. Specify a project to add the contact to. The default project will be the one you chose in step 2.
   4. Optionally, fill out other fields; only first name, organization, and project are required.
8. When complete, click Save.