Team member: Link a project to an assignment
Updated
.
The policy and claim numbers tied to this claim must match the XactAnalysis ID you enter to successfully link.
Option 1
- Click Team Members in your Main menu.
- Click the vertical ellipsis [
] on your contact card. - Select Link to XactAnalysis.
- Enter the XactAnalysis ID (MFN).
- Click Link.
Option 2
- Click View all in the Team Members card on your dashboard.
- Click the vertical ellipsis [] on your contact card.
- Select Link to XactAnalysis.
- Enter the XactAnalysis ID (MFN).
- Click Link.