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Manage Client Contacts

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

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. 


Assigning/Unassigning Client Contacts

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

    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.

    Screenshot showing the assign and unassign checkboxes

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

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