The Role of Primary Contact

7 articles

How primary contacts are different from other team members

Primary contacts are resources who create projects or who are assigned by either an administrator or the primary contact currently assigned to a project. If you create a project, you are automaticall…

Updated 6 months ago by Jennifer B.

Save a conversation made of multiple messages

Conversations are saved in PDF format and exported to the Files tab. Option 1: Save selected messages Click the Messages tab in the General Collaboration menu on your dashboard. Click. Click Select.…

Updated 6 months ago by Jennifer B.

How do I assign a task?

Assign via ClaimXperience Option 1 Click ASSIGN TASK in the Welcome card on your dashboard. Select the task. Select the recipient. Click ASSIGN. Option 2 Click Custom Tasks in your Tasks menu. Click…

Updated 6 months ago by Jennifer B.

Reassign the primary contact

Click the Team Members tab from the Main menu of your dashboard. Click on the contact card of the team member you want to make the primary contact. A project can have only one primary contact at a ti…

Updated 6 months ago by Jennifer B.

How do I know if an invoice has been processed?

You are notified when an invoice has been processed. A PDF copy of that invoice is added to your Files tab.

Updated 6 months ago by Jennifer B.

How do I keep track of users who accept legal terms?

When users agree to the required legal terms, a PDF is created and stored in your Files tab. The PDF is visible only to you (as the primary contact).

Updated 6 months ago by Jennifer B.

Who can flag items

Primary contacts and users with full-access to a project can flag items and request additional information to replacement items.

Updated 6 months ago by Jennifer B.

Powered by HelpDocs (opens in a new tab)