Add a Contact from Team or your ERP System to a Project
You can add an existing contact from your Team enterprise or your ERP system (Vista, or Spectrum) to a project in Team. Add an existing contact from your ERP system by going to .
In order to add a contact from your ERP system, you must have a connection to that ERP system.
- To be available to import to Team, Spectrum contacts must be associated with an organization (Vendor, Customer, Other Organizations, or Spectrum Company).
- Vendors, Customers, and Spectrum Companies carry security attributes that may limit your ability in Team to select a contact. If you cannot select a contact, make sure you have the proper cost center or company security permissions in Spectrum.
- Importing a Spectrum contact to Team brings over the name, organization, and email address of that contact, but not the phone number. You can enter the Trade and Primary Phone for a contact by using the Edit Contact option.