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