Selecting additional contacts in Smart Projects

This is an old version of the article. Please check the actual version in our new Product overview documentation.


Once a project or a quote is created in XTRF, it is possible to select additional client contact persons on the People card by clicking on the Additional Contacts drop-down list:

Additional Contacts in Smart Projects in XTRF 01

The contact persons added will be included in CC in all the e-mail notifications sent by XTRF to the client, such as: Project Confirmation, File Delivery and Quote Confirmation notifications:

Additional Contacts in Smart Projects in XTRF 02

Smart Projects Personnel

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