Contacts

A contact holds a name, a role, a company, a phone number, a fax number, and an email address, and it lives on the transaction you add it to. Answers to the common questions about who can add contacts, reusing them, and what the fields hold. Who ...

Contacts start out in the order they were added, and both you and your office can change that. Answers to the common questions about sorting, custom order, and who sees which. Can I put contacts in a custom order? Yes. Master admins and admin...

One correction on the Manage Contacts page can reach every transaction a contact appears on. Answers to the common questions about who can do it, what it reaches, and what it leaves alone. Who can update a contact across all transactions? Mast...

Hiding a contact removes it from the suggestions without removing it from anything else. Answers to the common questions about hiding, deleting, and why a bad entry keeps coming back. Does hiding a contact delete it? No. A hidden contact stay...

Most trouble adding a contact comes down to one of two things: how the email address is formatted, or a dropdown sitting on top of the button you're trying to click. Pipeline Says the Email Address Is Invalid This is almost always the address i...

Pipeline builds suggestions from the contacts on transactions you can see, keyed to the role you pick. Answers to the common questions about why lists differ between colleagues, sharing contacts office-wide, and getting rid of an outdated one. Wh...

A Pipeline contact holds a role, a name, a company, an email address, a phone number, and a fax number — no more, no less. Answers to the common questions about required fields, second email addresses, addresses, and rejected emails. Which fields...

Contact Roles are free text — anyone working a transaction can type a new one, and master admins tidy the list from Manage Contact Roles . Answers to the common questions about creating roles, merging duplicates, and controlling what gets suggested...

Suggestions come from the contacts on transactions you can see, so most trouble is one of two things: the contact isn't in your reach yet, or the dropdown itself is misbehaving in your browser. A Contact or Role You've Used Before Isn't Suggested...