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Contacts

  • Custom mask for vendor Tax ID
  • Unable to find proper city and state when creating clients
  • Setting up clients with multiple contacts
  • Unable to use same contact for multiple clients
  • Assigning contacts to projects
  • Client already exists
  • Importance of client contact when invoicing
  • Client name does not export
  • Making inactive employees active again
  • Cannot enter SSN for W-9/1099 vendors
  • Converting vendors to employees
  • Changing Core email address
  • Giving vendors access to Core
  • Change employee titles
  • How to make employee groups inactive?
  • Adding existing and new clients to a client group
  • Adding billing contacts to projects
  • Tracking vendors and consultants in Core
  • Client and project contacts in Core
  • Sending invoices to multiple email addresses
  • User only sees Manage Users upon login
  • Vendor account number
  • Deleting employee records
  • Dealing with common vendors
  • Setting up consultants and contractuals
  • How can I correct email address of a new user?
  • Vendor account number
  • Unable to add clients in Core

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