Key Firm Contacts

Knowledge base

Description Video

Key Firm Contacts

Xeppo Views: Key Firm Contacts usage

  • A Group or Client may have multiple Key Firm Contacts
  • You can display Key Firm contacts via a special control
  • You can filter based on Key Firm Contacts

Displaying Key Firm Contacts

  • To display key firm contacts, select the Key Firm Contacts column and add to the Selected Columns
  • Click on the Display types button which appears next to the Key Firm Contact to filter which types of Key Firm Contacts you wish to include in the view.

Filtering using Key Firm Contacts

You may also filter your views using Key Firm Contacts

  • Contact Type allows you to filter based on the type of relationship
  • Contact Name allows you to filter based on the actual Key Firm Contact
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.