People List Page

Managing Your List Of People

Project Notes keeps a list of people that can be associated with projects. You can use the Outlook contact sync utilities to keep your list of people in sync with Outlook. See Outlook Integration for details. Project Notes may have a customization that imports and exports names from other enterprise applications such as an accounting system or customer relationship manager. To avoid duplicate records Project Notes uses the name as a unique identifier when importing. It is important to name people in Outlook the same as they are in the other enterprise systems that are synchronized.

The People List Page Layout

To navigate to the People List Page, select People from the View menu. The view of people can be filtered using the Filter Tool.

To create a new person:

  1. Select New Item from the Edit menu.
  2. Type in the Name. Name is a required field.
  3. Type in the Email, Office Phone, Mobile Phone if available. Many plugins will require Email.
  4. Type in the Role. Role will be copied to the project team member role by default when a person is added to a project.
  5. Select the Client from the drop down.

To delete a person:

  1. Click a cell in the persons row to select it.
  2. Select Delete Item from the Edit menu.
  3. Click Yes to confirm the deletion. Note: You may not be able to delete people if they are associated with other project information. In this case clicking, Yes opens the Search Page. The File Menu topic explains how the Search Page works.

To edit a person:

  1. Double-click the cell to activate the editor.
  2. Type in or select the new value.
  3. Click out of the cell or press Enter.

To add people by dragging contacts:

You can drag one or more contacts from your system contacts application (Contacts on macOS, Outlook on Windows) and drop them directly onto the People list. Project Notes will:

  1. Create any new client company records needed (using the contact's company name).
  2. Create or update each person's record using the contact's name, email, phone, and company. If a person with the same name already exists, they are not duplicated.

This is useful for quickly importing a group of contacts without entering each one manually.