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How to display the Contact field in the Create Project Page of Apptivo?

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Updated on June 4, 2020 07:48AM by Admin

  • Log into your Apptivo account and navigate to the Projects App.
  • In the Projects App, select Settings from the App Header.
Projects App

  • You will be navigated to the Settings page. Select Customize App → Master Layout.
Customize App

  • In the Master Layout page, switch to Hierarchical View. Ensure that the toggle for Contact is enabled. If not, enable the toggle.
Hierarchical View

  • In the Tablet View, you can see a Contact field is present.
Tablet View

  • Now, consider creating a new project in the Projects App. In the Create Project page, the contact field will be visible.
Create Project

  • On selecting a customer, the associated contact will be displayed. If no contact is displayed, you can create a new contact and it gets associated with the customer automatically.