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Add contacts to the quick access panel for contacts

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Interaction between InLoox PM and Outlook elements Quick access panel for contacts

In InLoox PM, you can link Outlook contacts with the respective projects. So, you can see in the Outlook address book the role assumed by a certain contact - whether he or she is a project director, team member, customer or partner.


This is how you can use the quick access panel for contacts:

  1. Open a contact 
    • from your Outlook contact list
    • from InLoox PM contact list. To open it click first InLoox PM tab, then Contacts, in the Views group.
  2. Now you see a list of all projects this contact is assigned to.

The standard grouping depends on the contact's role in the project.

For a detailed description of the InLoox PM items on the quick access panel, see Quick access panels for tasks and calendar, in the InLoox PM items in the Outlook task list / the Outlook calendar section.