A couple of weeks ago we extended the People feature and added the ability to Create a Contact instead of a user account. Previously every person you added to TeamworkPM had to be a user account. However there are times that you want to just store contact information for reference later. This month we've added this support and have also improved the listing of people in the people section.
When you want to add a new Person to the main people page, click on add person as before. A lightbox will appear for you to fill in with the users details. You will now notice a new option called type. Here you must select one of two types of person Account or Contact:
An Account is a person that will be able to log-in to your TeamworkPM site, you can then assign tasks to this user as well as communicate with them directly through your account.
A Contact: is just reference information, this person will not be able to log-in to your account. Contacts will not have any access to any data.
If you have privileges to manage people you can turn a Contact into a user Account by clicking on the link Upgrade to user account: (Note:. Once a user is upgraded to an Account they can't be downgraded back to being just a Contact)
Once a Contact has been created you can easily recognize it by the blue label or icon (according to the type of view you have selected), user Accounts show up as green label or icon.
This new Contacts feature is just in early stages and we plan to integrate this very soon into the people sections within projects, so you will have the ability to manage Accounts and Contacts in specific projects in the same way you are now able to do from People page. I hope you enjoy this new feature, since we have big plan to expand this feature in the future we really want to hear your feedback. As always let us know your thoughts in the comments here or on our Facebook page.