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Completing Client Contacts Requirement

Completing Client Contacts Requirement

Owned by Maria Tarnopolskaya (Unlicensed)


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. 

Adding New Contacts to the Contacts List 

⦿ How to Add a New Contact to the Contacts List
  1. Under the Contacts List, click Edit Contacts List or the User Contacts link to open the User Management page.

    Screenshot showing the user contacts link
  2. On the User Management page that appears, click on the needed username.

    Screenshot showing the user name
  3. In the Directory/Fixxbook Permission drop-down, select the needed checkbox to give a user the permission to Directory.

    Screenshot showing directory permissions
  4. Click Save at the bottom of the page to apply changes. 
  5. (Optional) Return to the Clients Contacts Requirements page by clicking the Clients tab > Client Name/the Continue button > Client Contacts Requirement.  
    The user appears in the contacts.
    You ca    n assign and unassign them on the Contact List for the selected client.

    Screenshot showing the added user

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