The role of primary contact

7 articles

Primary contact: How are primary contacts 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 claim Primary contacts have complete control over th...

Updated 9 months ago by Jennifer B.

Primary contact: How do I save a conversation made of multiple messages?

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 check box…

Updated 9 months ago by Jennifer B.

Primary contact: 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 9 months ago by Jennifer B.

Primary contact: How do I change the project's primary contact?

You can assign another team member as primary contact at the creation of a project. A project can have only one primary contact at a time. Within the project Option 1 Click Team Members in the Main m…

Updated 9 months ago by Jennifer B.

Primary contact: 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 9 months ago by Jennifer B.

Primary contact: 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 Documents tab. The PDF is visible only to you.

Updated 9 months ago by Jennifer B.

Primary contact: Who can flag items?

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

Updated 9 months ago by Jennifer B.

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