Contact Filters Tab

This function allows you to select which contact manager fields may be used to filter the list of potential responsible parties (assignees) when the task is re-assigned in the Task Management functionality.

download - 2022-12-29T172144.337 (1).png
  • Select which contact manager fields you will use as filters by checking the desired checkboxes in the Display Filter column.

  • You may change the order in which the fields are displayed when filtering by clicking on the order buttons in the Display Order column.