Call, email, text or book a meeting from a project

A project has the same row of buttons as a contact, a deal or a job, just under its name and stage, so you can reach the customer without leaving the project.

1. 1Open the project from the projects page.
2. 2Use the buttons under the project's name:

• Ring dials the number.
• E-mail opens a new message. What you send is kept on the project's E-mails tab and is readable on its customer too, see Keep a project's emails on the project.
• SMS sends a text, kept on the customer. It only appears when texting is set up for your workspace.
• Møde starts a new meeting on the customer, named after the project, with the person already invited.

Hover a button to see who it reaches.

Who the buttons reach

The project's contact person comes first: the first person listed under Kundekontakter who has a phone number (for calls and texts) or an email address (for email). When none of them has one, the buttons use the number or address on the customer itself.

A greyed-out button means neither the contact people nor the customer has that detail. Add it on the contact or the customer, or add a contact person to the project from Rediger detaljer.