Page Comparison

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Ui buttoncolorgreensizelargetitleGo to outside US Companies Infourl

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By keeping this requirement up to date you ensure your client knows the appropriate contact(s) within your organization.

Adding an Assigned Contact

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title	⦿ How to Add an Assigned Contact

From the top navigation bar, click Clients. The Clients page appears.
Click Continue next to the desired client. The Clients page for the applicable client appears.
In the left navigation bar, click Client Contacts. The Client Contact page appears.
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From the General Contacts list, click the desired contact. The contact is moved to the Assigned contacts list.
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Deleting an Assigned Contact

From the top navigation bar, click Clients. The Clients page appears.

Click Continue next to the desired client. The Clients page for the applicable client appears.

In the left navigation bar, click Client Contacts. The Client Contact page appears.

In the Assigned contacts list, hover on the desired contact. A trash can appears.

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Click the trash can for the desired contact. The contact is moved to the General contacts list.

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Tip

Tip!

If Client Contacts are requested from your client and you have already completed client contacts assignments for any of your clients, you can copy the contacts assignment on the Auto-fill Requirements page.

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Assigning/Unassigning Client Contacts

To assign an existing contact from the Contacts List, select the checkbox next to the needed contact.

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Assigned contacts are marked with the Assigned status.
To unassign an existing contact from the Contacts List, deselect the checkbox next to the needed contact.

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Info

Enter the contact's name in the Search field to find a specific contact.

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Versions Compared

Old Version 6

New Version 7

Key

Assigning/Unassigning Client Contacts