Team Member Quick Add

Team Member Quick Add puts a new person on a project's team without a trip to the Contacts list first.

Adding a team member

1. Open the project and go to its Team tab.
2. Right-click any team member and choose Team Member Quick Add.
3. Enter the person's details:

Field	Description
Name	Full name. Required.
Email	Email address.
Office phone, Mobile phone	Optional.
Company	Pick an existing company, or type a new one under Or a new company.
Role	The person's role on this project.

4. Choose Add.

The contact, a new company if you typed one, and the team row are saved together, so a problem with one leaves none of them half-added. The person appears on the Team tab and in the Contacts list right away.

If a contact with that name already exists, it is updated with what you entered rather than duplicated.