Contact shell team members

You can view the contact information of team members, and send them e-mail or uMail from within Primavera Unifier. If there are many team members, you can use the search function to find a particular member.

To find a shell team member

1 Open the shell Directory and click Find.
2 Choose which information to search by in the Search By selection list (for example, first name).
3 Enter search criteria in the Search for field (for example, enter all or part of the first name), and click the Search button.

To view a team member’s user profile

1 In the Directory, select the user from the list and click Open. The View User Profile window opens.

Note: If a User Administration design has been imported from Primavera uDesigner by your Administrator, the content of this profile can vary.

2 In the Contact Information selection list at the top of the window, choose one of the following:
Current shell name: Displays contact information specific to the current shell, such as the onsite address or cell phone.
Company Contact Information: This is the member’s company contact information.

To send an e-mail using an external e-mail program

Do one of the following:

In the Directory, select a team member’s name and click Send e-mail.
In the team member’s User Profile window, click the e-mail address.

An e-mail dialog box using your default e-mail program (for example, Microsoft Outlook) opens. The To: field is populated automatically with the member’s e-mail address. E-mail sent through your external e-mail program is not saved as part of the Primavera Unifier shell record.

 

 

 

 


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