You can view the contact information of team members, and send them email or Mailbox from within Unifier. If there are many team members, you can use the search function to find a particular member.
To find a shell team member
- Open the shell Directory and click Find.
- Choose which information to search by in the Search By selection list (for example, first name).
- 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
- In the Directory, select the user from the list and click Open. The View User Profile window opens.
- 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 email using an external email program
Do one of the following:
- In the Directory, select a team member’s name and click Send email.
- In the team member’s User Profile window, click the email address.
An email dialog box using your default email program (for example, Microsoft Outlook) opens. The To: field is populated automatically with the member’s email address. Email sent through your external email program is not saved as part of the Primavera Unifier shell record.