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How to Customize Project-Level Contact Titles
How to Customize Project-Level Contact Titles

This guide show you how to customize contact titles for non-main contacts in projects.

Ian Butler avatar
Written by Ian Butler
Updated over 8 months ago

Understanding Contact Titles

Contact titles in ProLine identify various roles within a project. Every project comes with a main contact. You can't change that contact title. But you can change the default titles of the other two contacts.

Edit Contact Titles

  • Go to hamburger menu > Company Settings > Projects. Open the Other Contacts dropdown.

  • Edit the name in the Other Contact 1 and Other Contact 2 text fields.

  • No need to save your changes. They automatically appear across all projects.

Verify Changes

  • From the Projects page, click on any project and choose Project Details.

  • Check the contact text fields to see your updates.

Support

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