Contact Directory Purpose: The Newforma Contact Directory gives users access to the central list of companies and contacts in the Project Center Server database outside of any project team. Users can also access and send mail merged form letters or emails to any contact from the Contact Directory. Note: Content or Global Administrator permission is needed to modify or add contacts and companies from the directory and add or update form letters, as well as, they can modify Keyword lists from the Contact Directory. Audience: Internal project team members. Key Features: View company and contact information in Newforma Project Center, from Outlook via the Newforma Outlook add-in, as a application on your desktop, and via the Info Exchange website. Track notes and project assignments on contacts and companies. Use Form Letters to produce general mailings by merging contact information into your own customized Word merge templates. Generate general emails to selected contacts. Content and Global Administrators to modify keyword lists from the Contact Directory. Accessing the Newforma Contact Directory From within Newforma Project Center, click on the Newforma Contact Directory button on the toolbar. From Outlook 2010, click on the Newforma Contact Directory button in the Newforma ribbon. Adding a Company Note: Adding a Company can only be performed by a Content or Global Administrator. Before adding a new Company, use the column filters to make sure the Company does not already exist. If it does not exist, proceed to the next step. To add a Company from the Newforma Contact Directory, click on the Companies tab and click Add Company from the Tasks pane. Fill out the Name and fields of information you want to track. Click on the Create button to add at least one Address Location. Multiple Locations can be added if needed. If there is more than one Location, the default location will be shown in bold. To change the default location, select the location and click Make Default. On the Company Notes tab you can click the Add button to add notes and relate them to a project item. Or you can just type in free form notes in the bottom Notes section. Project Assignments will show you if the company has project team members or is assigned a role in any projects. Click OK to save. Adding a Contact Note: Adding a Contact can only be performed by a Content or Global Administrator. If you are adding multiple Contacts for a Company, it is best to add the Company record first, and then add the Contacts.
Contact Directory Purpose: The Newforma Contact Directory gives users access to the central list of companies and contacts in the Project Center Server database outside of any project team. Users can also access and send mail merged form letters or emails to any contact from the Contact Directory. Note: Content or Global Administrator permission is needed to modify or add contacts and companies from the directory and add or update form letters, as well as, they can modify Keyword lists from the Contact Directory. Audience: Internal project team members. Key Features: View company and contact information in Newforma Project Center, from Outlook via the Newforma Outlook add-in, as a application on your desktop, and via the Info Exchange website. Track notes and project assignments on contacts and companies. Use Form Letters to produce general mailings by merging contact information into your own customized Word merge templates. Generate general emails to selected contacts. Content and Global Administrators to modify keyword lists from the Contact Directory. Accessing the Newforma Contact Directory From within Newforma Project Center, click on the Newforma Contact Directory button on the toolbar. From Outlook 2010, click on the Newforma Contact Directory button in the Newforma ribbon. Adding a Company Note: Adding a Company can only be performed by a Content or Global Administrator. Before adding a new Company, use the column filters to make sure the Company does not already exist. If it does not exist, proceed to the next step. To add a Company from the Newforma Contact Directory, click on the Companies tab and click Add Company from the Tasks pane. Fill out the Name and fields of information you want to track. Click on the Create button to add at least one Address Location. Multiple Locations can be added if needed. If there is more than one Location, the default location will be shown in bold. To change the default location, select the location and click Make Default. On the Company Notes tab you can click the Add button to add notes and relate them to a project item. Or you can just type in free form notes in the bottom Notes section. Project Assignments will show you if the company has project team members or is assigned a role in any projects. Click OK to save. Adding a Contact Note: Adding a Contact can only be performed by a Content or Global Administrator. If you are adding multiple Contacts for a Company, it is best to add the Company record first, and then add the Contacts.
NPC_Tenth_Edition_Contact_Directory_Quick_Reference_Guide.docx