Contacts

• Client Performance tab not populating correctly
• 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?
• Unable to add clients in Core