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Configuring Contacts + Projects Profile Associations

  1. Click the Settings Cog.

  2. Select Settings under Configuration.

  3. Click Profile Associations and select Contacts + Projects.

  4. Configure filters to determine which projects show up on contact profiles and which contacts show up on project profiles.

  5. Click Save.

Available Filters

  • Show All Contacts in Source System(s) or only those who appear in the Contacts Directory

  • Show All Contacts on Project Record or only those with an Assigned Project Role

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