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Contacts

  • Why does client Display As revert to blank?
  • Can I enter full middle name in the Name field?
  • Why aren't vendors showing in Allocation & Forecasting?
  • Can I change the naming format for clients?
  • Why does CORE display two names for a contact?
  • Can I merge my contacts?
  • How do I hide clients from drop-down lists?
  • Where can I enter employee salary details?
  • Why does CORE restrict converting vendors to employees if there are vendor bills associated with them?
  • How to add employees to existing employee groups?
  • Why do vendors show up in employee drop-downs?
  • Why do few states show up when creating new contacts?
  • How to change Overhead Multiplier for all employees?
  • What happens to time and expenses of employees converted to vendors?
  • What is the difference between employees and vendors?
  • How to add more items to the Department drop-down for employees?
  • How do I delete vendors in a batch?
  • Where can I add employee titles to the drop-downs?
  • How to find employees having a CORE account?
  • Do I need to create CORE accounts for all employees entering time?
  • How do I terminate employees in CORE?
  • Can I have multiple addresses for clients?
  • Can we remove employees from the All Employees group?
  • How do I restrict employees to see certain activity items?
  • Can two people have the same name in CORE?
  • Why can't I see data of all employees?
  • Where can we enter vendor tax ID?
  • Is it possible to set different target utilization rates for different employees?
  • How can I tag vendors for 1099 and run reports on that?
  • Can a contract employee be set as a project manager?
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