The role of the main contact

7 articles

Primary contact: Primary contact actions

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 by Jennifer B.

Primary contact: Save multiple-message conversations

Conversations are saved in PDF format and exported to the Files tab. Save selected messages Click Messages in your General Collaboration menu. Click under your name. Click Select. Click the tick boxe…

Updated by Jennifer B.

Primary contact: 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 by Jennifer B.

Primary contact: Change 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 by Jennifer B.

Primary contact: Find a processed invoice

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

Updated by Jennifer B.

Primary contact: Track who accepts a legal agreement

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 main contact).

Updated by Jennifer B.

Primary contact: Who flags items

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

Updated by Jennifer B.