Organizations Contacts Tab

Use the Contacts tab in the Organizations area to view and update contact information for an organization.

Contents

Note: If custom fields are defined for this tab in the Customization area in the Configuration workspace, those fields display below the contacts grid. As with standard fields, you must make entries in any required custom fields.

Field	Description
Contacts grid	The grid on this tab displays the contacts who are currently associated with the organization. You can edit contact information, and you can associate a new contact with the organization. Changes you make also update the contact information displayed in the Contacts area. If the list is long and you want to locate a particular contact, type one or more characters from the contact's name in the search field above the grid. That filters the grid so that it only displays a list of contacts whose names contain those characters. To restore the full list, click X at the end of the field. To add another contact for the organization, click + Add Contact below the grid to display an empty row, and select the contact in NAME.
NAME	This column displays the contact's name. Click the name to display a tooltip containing contact information: job title, location, phone numbers, and email address. Click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To add another contact for the organization, click + Add Contact below the grid, and select the contact in NAME in the empty row that displays. Type one or more characters from the contact name to select from a list of contacts whose names contain those characters. Click to select from the full list of contacts who are associated with the organization. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the contact has not yet been added in Deltek CRM, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact. Note: A contact can only be associated with one organization. If you try to associate a contact with a second organization, Deltek CRM informs you about the existing organization association. If you confirm that you want to create a new organization association, the existing association with the first organization is removed.
STATUS	This column displays the status of each of the contacts: active (green), inactive (gray), or terminated (red). By default, a newly added contact is active. To change the status of a contact, click the status icon and select the status. A contact with the Terminated status does not appear in contact lookup lists, but that person's historical links to organizations and opportunities, those links created prior to his or her termination, remain.
TITLE	This column displays the contact's job title. To change the contact's title, click in TITLE and select the title. If none of the standard titles apply, you can enter a title that is not on the list. If you enter a title not on the list, however, be aware that your entry is not automatically added to the standard list of titles. If you think it should be on the list, ask your system administrator to add it.
WORK PHONE	This column displays the contact's work phone number. If necessary, you can change that number.
	Click to display the Contact Information dialog box and review or update additional information about the contact. This icon is only visible when you hover over the row for the contact.
Contact Information: MOBILE PHONE	This field displays the contact's mobile cell phone number. If necessary, you can change that number.
Contact Information: HOME PHONE	This field displays the employee's home phone number. If necessary, you can change that number.
Contact Information: LOCATION	This field displays the name of the organization location for the contact. Click in LOCATION to select a different location.
Contact Information: FAX	This field displays the contact's FAX number. If necessary, you can change that number.
Contact Information: EMAIL	This field displays the contact's email address. If necessary, you can change that address.
Contact Information: Save/Cancel	If you make changes on the Contact Information dialog box, click Save to save the entries. Click Cancel to discard your unsaved entries.