Contacts

Contacts – Table of Contents

• Introduction to Contacts
• Understanding Roles and Contacts
• Contacts: Companies
• Roles’ Capabilities
• Roles’ Responsibilities
• Roles’ Organizational Level
• Contacts: Individuals
• Tabs on the Contact Detail Window and Company Detail Window
• Assigning Roles
• Copying, Limiting, and Deleting Contact Roles
• Demoting and Promoting Roles
• Changing Notification Options
• Accessing Contact Details: Change Password, Unlink Identity, Change Notifications, Establish Proxy
• Contact Information from Documents
• Project Team Contacts
• Adding and Deleting Team Contacts
• Edit Contact’s Grid Information
• The Contacts Dashboard – Contacts View
• The Contacts Dashboard – Companies View
• Adding Pre-Vendors
• Adding Full Contact Companies
• Adding Individuals
• Adding Unmapped Employees
• Updating/Editing Contacts
• Removing and Merging Contacts