Defining the project's parameters is the first step to complete when creating a new project. It consists mainly identifying the project and specifying basic information.

Access Path
> Configuration > Project
> > New project or Project fields

How To

  1. Under the Project identification section, specify the name and labels of the project. The name is the administrative name of the project, as the label identifies the project for users.  A project can have as many labels as there are available languages in the project.
  2. In the Duplicate management (primary key) section, choose how you want to UNIQUELY identify contacts.
    Fields that are part of the primary key are used to distinguish contacts in the system and avoid duplicates.
    For example, if the email address is used as the primary key, two contacts who would have the same email would be considered duplicates.
    The available options are:
    • By email address (one contact per email address)
      When selecting this option, the Email field will be set as mandatory and used as the primary key. The Email, FirstName and LastName fields will be added to the project but only the Email field will be mandatory.
    • With my client or member number
      With this option, the ClientNo field is added automatically to the project and will be set as mandatory and used as the primary key. The Email, FirstName and LastName will also be added to the project but only the Email field will be set as mandatory.
    • Other 
      With this choice, the Email, FirstName and LastName are added by default to the project, but only the Email field is set to be mandatory. No field will be set as the primary key, so you will need to define one before completing the project's configuration.
  3. To quickly add common fields, use the Field library section. The related fields will be automatically added to the project. These fields are predefined and configured, but can be edited afterwards. There are 3 options:
    • Contact information - Contact information of your contacts, such as full address and phone numbers.
    • Professional information - Contact's work information, such as the company he works for, his position, phone numbers at work.
    • Social media - Contact's social media identifiers - Facebook, Twitter and LinkedIn. Here is how to get this identifier:
      • The Facebook ID is your Facebook user name, found in your parameters. You only need to enter the part that follows the Facebook URL: https://www.facebook.com/, that is your.name.372.
      • The Twitter ID follows the @ sign in your Twitter URL: https://twitter.com/yourname-qc.
      • The LinkedIn ID corresponds to the number that follows the id= part of the URL when you are on your profile page: https://www.linkedIn.com/profile/view?id=123456789&trk=nav_responsive_tab_profile.
  1. To select a group of fields, click the related Select button. A green check mark confirms the selection.
    You can add only one group, or all 3.



  2. When finished, click Create.

► The project edit page displays, with the name of the project shown in the tool bar.