Customer Contact Information in Project Properties

This feature lets you identify key customer contacts at the project level.

• You can select and edit existing contacts, or add new contacts on the project properties form. When you select an existing contact, the contact information (Name, email, phone number, etc.) appears in the project properties form.

• You can add contact information in projects lists and on tabular (detail) and crosstabbed (summary) reports. The following table lists the supported contact fields:

  Active	Address line one	Address line two	Audit trail	Can be a billing contact
  Can be a shipping contact	Can be a sold to contact	City	Customer	Customer — business type
  Country	Created	Email address	Fax number	First
  Internal id	Internal ID — customer_id	Job title	Last	Mobile number
  Name	Notes	Phone number	Project status	State/Province
  Title	Type	Updated	Zip/Postal code

To enable this feature, contact OpenAir Customer Support.

Note:

Contact fields are also available on lists and reports if any of the following settings are enabled for your account:

• Enable shipping contacts (Administration > Application Settings > Invoices > Other settings)

• Enable sold to contacts (internal)