Manually linking Submitted Consultants

Overview | Contents

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.