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Contacts

  • Add new employees to existing projects
  • Vendors don't display on screens and drop-downs
  • What happens after deleting CORE employees?
  • Changing employee names
  • 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
  • Client already exists
  • Outside consultants and contract employees
  • Client name does not export
  • Making inactive employees active
  • Cannot enter SSN for W-9/1099 vendors
  • Converting vendors to employees
  • Giving vendors access to CORE
  • Change employee titles
  • How to make employee groups inactive?
  • Adding existing and new clients to a client group
  • Tracking vendors and consultants in CORE
  • Client and project contacts in CORE
  • Vendor account number
  • Deleting employee records
  • Dealing with common vendors
  • Setting up consultants and contractuals
  • Unable to add clients in CORE

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