123 lines
9.0 KiB
Plaintext
123 lines
9.0 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Linking project with a CRM contact";
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MetaKeyWords = "create project, link project, link contact";
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MetaDescription = "Projects. Link your project with CRM contacts.";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Data Import from Basecamp";
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guides.TitleVideo = "How to restrict access to your project?";
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guides.RelatedTips = "Are you a Basecamp user and wish to try managing your project via ONLYOFFICE?";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">Linking project with a CRM contact</h1>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-projects/onlyoffice-projects.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/filter-data/filter-data.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/filter-bar/filter-bar.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/link-contact/link-contact.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/link-project/link-project.ascx" /></li>
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</ul>
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</div>
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<div class="video_ground video_trips">
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<h2 id="introduction">Introduction</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Need to know what companies are involved in certain projects and be able to manage them easily? Just link your project with contacts (persons or companies) from your customer database.</p>
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<p>This guide will show you how it can be done in a few mouse clicks.</p>
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</div>
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</div>
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</div>
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<h2 id="step1"><span class="style_step">Step 1. </span>Access the Projects</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Enter your portal and click the <b>Projects</b> link.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link your project with a CRM contact? Step 1" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide24/step1.png")%>" />
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<img alt="How to link your project with a CRM contact? Step 1" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide21/step1.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>In case you have already logged in to the portal and been using it for some time, to access the <b>Projects</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
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</div>
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</div>
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<h2 id="step2"><span class="style_step">Step 2. </span>Select your project</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Click the <b>Projects</b> link on the left-side panel. A new page opens with the list of all the created projects. To find a necessary one make use of our filter at the top of the list.</p>
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<p>Click the <img alt="Plus Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/FilterIcon.png")%>" /> button and select one of the options:</p>
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<ul>
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<li><p>use the <b>STATUS</b> list to display the projects you are working on (<b>Active</b>), you have temporarily suspended the work on (<b>Paused</b>) or you have already completed (<b>Closed</b>);</p></li>
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<li><p>use the <b>PROJECT MANAGER</b> list to display the projects managed by you or by a certain <b>user</b>;</p></li>
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<li><p>use the <b>TEAM MEMBER</b> list to display the projects you or a certain <b>user</b> or <b>group</b> participate in;</p></li>
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<li><p>use the <b>OTHER</b> list to display the projects you don't participate in but keep track of (<b>Followed</b>) or the projects with a specified <b>tag</b>, or the projects <b>without tags</b>; </p></li>
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</ul>
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<p>You can also enter a project title, entirely or partially, in the field and press the <b>Enter</b> key to find the necessary one.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link your project with a CRM contact? Step 2" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide21/step2.png")%>" />
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<img alt="How to link your project with a CRM contact? Step 2" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide21/step2.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>When the project is located, click its title. The project overview page will open.</p>
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<p>To start a new project please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-projects.aspx")%>">these instructions</a>.</p>
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</div>
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</div>
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<h2 id="step3"><span class="style_step">Step 3. </span>Choose CRM contacts to link</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Switch to the <b>Contacts</b> tab. If the contact list is empty, click the <b>Link or add contact</b> link at the center.</p>
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<p>Select a necessary contact - person or company - from the existing ones entering it in the search field. If there is no such a contact in your database, the system will offer you to add a new person or a company. Just click the necessary link and fill in the form.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link your project with a CRM contact? Step 3" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide58/step3.png")%>" />
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<img alt="How to link your project with a CRM contact? Step 3" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide58/step3.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>The selected contact will be added to the list. In the same way you can link as many contacts as you wish.</p>
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<p>To unlink the contact linked by mistake, click the <img alt="Unlink Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide39/unlink.png")%>" /> icon to the right of the unnecessary contact.</p>
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</div>
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</div>
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<h2 id="step4"><span class="style_step">Step 4. </span>Restrict access to the linked contacts</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>By default, each project member (except <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-people.aspx")%>">guests</a>) can view the contacts linked with the project. To restrict the access to them for some users, switch to the <b>Team</b> tab.</p>
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<p>All the project members will be listed in alphabetical order. Find the user you wish to restrict the access for and click the <b>Contacts</b> link to the right.</p>
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</div>
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<div class="screen_block">
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<img alt="How to link your project with a CRM contact? Step 4" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide58/step4.png")%>" />
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<img alt="How to link your project with a CRM contact? Step 4" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide58/step4.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>The same way you can restrict the access for any other user unless he/she does not have projects administrator privileges.</p>
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<div class="notehelp">
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This function is available for <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-projects-restrict-access-to-project.aspx")%>">private projects</a> only.
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</div>
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</div>
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</div>
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</div> |