People & companies (20)

Working with person and company records, notes, contacts, CVs and duplicates.

How do I change record owner?

Modified on Mon, 24 Nov, 2025 at 2:25 PM
What does a ‘Context’ do on a note?

Modified on Fri, 3 Jan, 2025 at 4:35 PM
Why don’t CVs always get parsed accurately?

Modified on Wed, 26 Mar, 2025 at 8:26 AM
What happens if I send an ‘invite’ to an anonymous profile?

Modified on Mon, 20 May, 2024 at 2:07 PM
What is the difference between suggested, client and assignment contacts?

Modified on Wed, 21 Sep, 2022 at 3:18 PM
What is the difference between a Company Contact and a Suggested Contact?

Modified on Thu, 26 Jan, 2023 at 9:15 AM
How do I make a different position the main one?

Modified on Tue, 4 Apr, 2023 at 11:37 AM
What is the Linked Note tab for?

Modified on Fri, 9 Sep, 2022 at 11:01 AM
The latest person note is sometimes different on different screens.

Modified on Fri, 17 Nov, 2023 at 8:28 AM
What are the buttons for when I select a profile?

Modified on Tue, 17 Dec, 2024 at 5:52 PM