VID-C020: Adding and Removing Team Contacts
Questions: How do I add people to my project’s Team Contacts? How can I remove Team Contacts? See Also: KBA-01172:…
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Tag Archive: Contacts
VID-C015: Lookup Fields
Questions: What are lookup fields? Can I type in a lookup field? Can I use filters to look someone up…
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Changes to Contact Report
This report lists changes made to a user’s Contact Detail record and optionally changes to the contacts primary company and…
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KBA-01659: Replace Project Team Member
Question: How do I replace a project team member with another person? What does it mean to Replace Team Member?…
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User Role Matrix Report
This report shows which Contacts have been given specific roles and how many times (because roles limited by conditions can…
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User Capability Detail Report
This report lists the role capabilities and permissions granted to Contacts. Note: although the image above does not show the Output…
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Login History Report
This report lists information about logins into the system along with additional usage metrics. Note: although the image above does…
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User Routing Metrics Report
This report lists Contacts to whom documents have been routed. Note: although the image above does not show the Output…
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Contact List Report
This report lists Contacts. Filters Group By – either “none” or “Company” Active – whether only Active Contacts should be listed….
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KBA-01633: qAlias Bookmarks for Project Information
Question: What qAlias bookmarks are available for the Project Setup, Project Team, and Team Role data? What qAlias bookmarks are…
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