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?
- Unable to add clients in Core