Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
A contact can be linked to a project in Yuki from Contacts (CRM).
Only a user with access to a project can link a contact to that project.
A user with the ‘Back office’ role in the domain has access to all projects except those with the access level ‘Manager and Members’.
Hover your mouse over the Contacts icon in the navigation bar and then click on Contacts. Find and open the corresponding contacts card and click on the Edit button.
Open the Extra tab, then click on the magnifying glass in the Project field and select a project to link this contact to that project.
When you enter a name in the Project field, the project is immediately created (if the project does not already exist). This new project is then accessible by default only to yourself (as manager). As manager you can set the security of the project.
After clicking on the Save button, the contact is linked to the project.
View linked contact in the project
You can find the contact in the project under the Links of the project and on the Summary tab.
Links (Contacts)
Summary
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