Manually linking Submitted Consultants
to Contacts, Requirements:
Submitting Consultants to Contacts
If you submitted the Consultant by other
means (Web posting, Fax, etc.), you can manually create
'submittal link' between the Consultant and the Contact.
This can be done from Contacts or Consultants.
- Right click on the desired Contact, and select Link
Submitted Consultants to Selected Contact
in the shortcut
menu, to show the Link
Window. Search and select the desired Consultant
and click on ADD button. Click
on OK to close the window.
If you need to 'unlink', select the Consultant and
click on Remove button.
- Right click on the desired Consutant, and select
Link Selected Consultant To Contacts(Submitted
To) in the shortcut
menu, to show the Link
Window. Search and select the desired Contact
and click on ADD button. Click
on OK to close the window.
If you need to 'unlink', select the Contact and click
on Remove button.
Submitting Consultants to Requirements
If you submitted the Consultant by other
means (Web posting, Fax, etc.), you can manually create
'submittal link' between the Consultant and the Requirement.
This can be done from Requirements.
- Right click on the desired Requirement, and select
Link Submitted Consultants to Selected Requirement
in the shortcut
menu, to show the Link
Window. Search and select the desired Consultant
and click on ADD button. Click
on OK to close the window.
If you need to 'unlink', select the Consultant and
click on Remove button.