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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.

  • 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.

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