Manage communication flows

Participants and Contacts represent a very important informational element of the System and without it, it’s impossible to imagine communication inside the System as well as outside.

Contacts represent your personal private information.

You may see Participants only within those Projects they take part in. Project’s Manager has access to Contacts within those Projects he manages with. He may invite or exclude people from Project. Account’s Administrator and Account Holder have access to all Contacts within their Account.

In the list of Contacts you may send Letter to Participants of Project, and also assign Task, Chat with them and get Full information about them pressing the button to the right from a Participant’s name.

You may Chat with all those in the list of Participants who don’t take part in Project and get Full information about them pressing the button to the right from a Participant’s name. On-line Participants are marked by green circlet. Off-line Participants are marked by grey circlet.

How may I know who takes part in Project?

On the lower right part of the screen there is the button «Participants». Press it to invoke the drop-down list with all Participants within the Projects you take part in.

In case there are no Participants in Project, in the drop-down list named «Participants» you’ll see the note «There are no Participants in Project».

Only those persons who are displayed as the first ones in the list and who are marked off from others by grey line are considered to be Project Participants.

Where is the list of Participants situated?

To see the list press the button «Participants» situated on the lower right part of the screen.

How to see Contacts?

In the advanced Search select the option «Contact» as «Object’s type». You’ll see the list of all Contacts. You can classify all necessary Contacts in separate groups by means of Marks and Smart folders.

How to create a new Contact?

In Kommand line enter contact information of the necessary Participant. After the text is input, press the key «ENTER» or click on the button «Create» on the right part of Kommand line.

In the opened menu for object creation select the item «Contact». And the «Creation of contact» screen will be opened.

How to invite Participant into Project?

If you want to invite into Project Participants from your list of Participants:

- at the top of the project «Overview» screen press the button of invitation of any participant into the Project (icon depicting a man with «plus» symbol)

- in the emerged field enter any personal data of the person you want to invite. Press the key «ENTER» or the button «Invite» on the right of the entry field.

If you want to invite an internal person:

- on the project «Overview» screen press the button of invitation of any participant into the Project (icon depicting a man with «plus» symbol)

- in the emerged entry field enter the e-mail address of the person you want to invite. Press the key «ENTER» or the button «Invite» located on the right of the entry field.

Where is the full information about Participant situated?

Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Full information» to open the «Full information about Participant» screen.

How to send Full information about Participant by e-mail?

On the project «Overview» screen select the necessary Contact. On the contextual control panel below press the button «Send». In the emerged «Creation of Letter» screen Full information about Participant will be attached to Letter.

How to find Participant in the list of Participants?

Press the button «Participants» situated on the lower right part of the screen. In the upper entry field of the list start to enter the name of Participant. Searchable content includes a name, a surname and e-mail address of Participant.

How to send Letter to Participant?

Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Send Letter» to open the «Creation of Letter» screen.

How to send Letter to all Participants of Project? (announcement)

Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Send Letter». In the opened «Creation of Letter» screen tick off the item « – send to all Participants of Project» under the address entry field. Fill necessary fields. Press the button «Send».

How to send Letter to several Participants?

Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Send Letter». In the opened «Creation of Letter» screen enter via comma e-mail addresses of necessary Participants one after another. Fill the necessary fields. Press the button «Send».

How to assign Task to Participant?

Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Assign Task».

In the opened «Creation of Task» screen enter the body of your Task, specify terms of execution, a person responsible for execution, and executors of Task. On the lower panel press the button «Assign».

How to assign Task to several Participants?

Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Assign Task».

In the opened «Creation of Task» screen enter the body of your Task, specify terms of execution, a person responsible for execution, and executors of Task. In the very order you may add as many executors, as required. And on the lower panel press the button «Assign».

To delete one of Participants from the executors list press the button (-) on the right of every executor.

How to invite Participant to Chat?

Press the button «Participants» situated on the lower right part of the screen. In the drop-down list highlight the necessary Participant and double click it.

Or, press the button emerged on the right part of the highlighted line. In the emerged menu select the item «Invite to Chat».

Thus, you’ll open Chatbox where you can start instant messaging.

How to mark Contact?

On the project «Overview» screen select the necessary Contact. On the contextual control panel below press the button «Mark».

In the emerged menu except marking any object by existing Mark you may create a new one. For that, you have to put the name of new Mark in the entry field there and then press the key «ENTER».

It’s available to mark Contact in the mini-preview as well as in the full-preview regime.

How to print Information about Participant?

1. Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Full information». On the lower panel of the opened screen «Full information about Participant» press the print button.

Or:

2. On the project «Overview» screen select the necessary Contact. On the contextual control panel below press the button «Print».

It’s available to print Full information about Participant in the mini-preview as well as in the full-preview regime.

How to delete Contact?

1. Press the button «Participants» situated on the lower right part of the screen. Bring your mouse pointer on the necessary Participant and press the button in the highlighted line. Select in the menu the item named «Full information». On the lower panel of the opened screen «Full information about Participant» press the button «of deletion (icon of the recycle bin).

Or:

2. On the project «Overview» screen select the necessary Contact. On the contextual control panel below press the button of deletion (icon of recycle bin).

It’s available to delete Full information about Participant in the mini-preview as well as in the full-preview regime.

How to restore Contact?

On the screen of Project press the button «Trash» on the lower right part of the screen. In the emerged list select the Contact to be restored. Press the button «Restore» at the bottom panel of the screen.