Overview
All partner contact details, including those listed in both proposals and formalized agreements, are accessible in Contact List. To access all partner contacts, navigate to Agreements > Contact List.
Contact List
The Contact List by default shows only partner contacts listed in formalized agreements. To see contacts attached to proposals, unclick the box next to "Only from Agreements" in the upper right of the screen.
From the Contact List, you can also email contacts using the boxes to the left of contact names and view additional information using the notepad icon to the right of the contact
Additional information pertaining to the contact includes details, proposals, and agreements for said contact.
Contact Details
Details available for a contact will depend on the individual. They can include the contact's name and email, institution, any linked agreements and proposals, as well as an email history log. The arrow in the upper left corner will take you back to the main Contact List.
Contact's Proposals
The Proposals section attached to a contact will show you a list of all agreements attached to that contact, including the partner, sponsoring organization, agreement type and status. Depending on the information provided in the proposal, the "End Date" may be blank. Clicking the inverted carrot icon to the right of the "End Date" will provide additional agreement details while clicking the pencil icon will take you directly to that proposal. The arrow in the upper left corner will take you back to the main Contact List.
Contact's Agreements
The Agreements section attached to a contact will show you a list of all agreements attached to that contact, including the partner, sponsoring organization, agreement type and status, as well as agreement end date. Clicking the inverted carrot icon to the right of the "End Date" will provide additional agreement details while clicking the pencil icon will take you directly to that agreement. The arrow in the upper left corner will take you back to the main Contact List.
Additional Resources
Here are other resources that may interest you: