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