Selecting Project Spaces beneath the Administration tab displays the Project Spaces screen, illustrated below. Project spaces in 1to1Real™ help you organize internal contact distribution among you and your coworkers. Here, you can decide who will work with you:superiors, employees,colleaguesor any combination thereof - and if theywill receive notification when new Contacts are entered into your contact databaseor if they will receivenotification that new Contacts have been added. The Distribution Group function additionally allows you to distribute contacts across different co-workers that have been assigned to different Project Spaces.
Selecting aProject Space on the Select Project Spaces list displays the Settings, Distribution GroupsUsers
Clicking Add Project Space on the Project Spaces screen allows you to add additional Project Spaces to 1to1Real™ using the Add Project dialog, shown in the following illustration. Follow the steps below to add a new Project Space to the system.
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Enter a name for the new Project Space in the Name text field.
- Enter a description for the new Project Space in the Description text field.
- Click OK to save the new Project Space to the system. It will now be available for selection from the Project Space list within the Project Spaces screen.
- Click Cancel to close the Add Project dialog without adding a new Project Space.
Clicking within the Settings portion of the Project Spaces screen allows you to modify the settings for that Project Space, using the illustration below.
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Modify the name of the Project Space within the Name text field, if necessary.
- Modify the description for the Project Space within the Description text field, if necessary.
- Select an assignment type for the Project Space by making a selection from the Assignment Type list. Available options are Unknown, Undefined, Round Robin and Least Busy.
To add a Distribution Group to a Project Space, enter a name for the new group and click Add, as shown in the following illustration. As previously noted, the Distribution Group function allows you to distribute contacts across different co-workers that have been assigned to different Project Spaces.
The new Distribution Group will be displayed on a Distribution Groups list, as shown in this illustration.
Selecting Users on the Users list and selecting Add to Distribution, Remove from Distribution, Add to Notifications or Remove from Notificationsfrom the Bulk User Options list and then clicking Apply will set those Users with whichever option you choose.
Selecting Users on the Users list and selecting Add to Distribution, Remove from Distribution, Add to Notifications or Remove from Notifications from the Bulk User Options list and then clicking Apply will set those Users with whichever option you choose.