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Configuring Contacts + Projects Profile Associations

Coe Hoeksema
  • Updated
  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