How do I edit a contact's name?
To change the name of a contact or organization simply select the (...) from the contact, and the...
How do I rename or delete documents from a contact’s profile?
Go to your contact, and under Details > Recent documents, click on Manage.
By clicking on opt...
How do I upload documents to a contact’s profile?
Go to your contact, and under Details > Recent documents, click on Upload.
You can check the ...
Are documents and files attached to an email automatically added to a contact’s profile?
Documents can only be added to contacts manually by uploading them under Details > Recent docu...
What do I do if I only have one piece of work I want private for a public contact or an internal job?
Create a duplicate contact and set the level of privacy needed. Any private work items can be add...
Can I give a team member access to one work item and not the entire client?
Yes, you can. Assign them a task, @mention them in a note or assign an email or the work item and...
Can I create the same contact twice, one private and one public?
You can, but you can only have the email address listed once.
Can I give different colleagues access to different pieces of work for the same client?
You can! Add the correct colleagues to the appropriate work items by assigning them a task, the e...
Can I download a list of contacts & work showing public vs private vs hidden?
You can see public and private contacts and organizations on the contacts list. Hidden contacts a...
I would like all contacts/org/work items to be private/public/hidden
Please contact support if you would like us to bulk set all contacts, organizations and work item...
What clients appear in My Contacts?
Your My Contacts section of Contacts will include any contacts who you're the Client owner for or...
Can I store client codes?
Yes, both People and Organization contacts have a Client identifier field where you can store the...
What is a primary contact card?
A primary contact card indicates the main contact for a client with multiple contact details. Thi...
Can I copy details from one contact card to another?
Yes, if a client contact has multiple contact cards, you can copy details across from the primary...
A client’s email is not showing in his organization’s timeline. Why?
A client might send an email from a company email address, but that email might not relate to the...