Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Assigning Contacts | April 12, 2024 | 0.4 |
This article was developed to describe the steps in assigning contacts within the CRM. The article is organized into the following topics:
Assigning a Contact
- From the Contacts tab, click the right-facing green arrow () next to the contact you want to assign.
- Do one of the following:
- Click Change Secondary Assignments and go to Step 3; or
- Click Edit Contact and go to step 4.
- If you selected Change Secondary Assignments, a Change Assignments window opens. There may be fewer or more fields than shown in the example below, depending on the contact.
- Select an option from the various dropdown menus to match your needs. Click the Update Assignments button when finished.
- Select an option from the various dropdown menus to match your needs. Click the Update Assignments button when finished.
- If you choose Edit Contact, the Add a Contact window opens.
- Near the top of the page, select an option from the Company dropdown menu to assign the contact to a different company. Next, choose a different option from the Assigned To dropdown menu to assign the contact to a different user in the CRM. Click the Save button when finished.
Making a Contact Public or Private
Contact files are private by default.
IMPORTANT
Only the Assigned User (and anyone with Shared User Data access to the Assigned User's contacts) has access to the contact.
- To change the contact's public or private status, go to the Client Dashboard and edit the contact by following the steps in the section titled, Assigning a contact.
- Do one of the following:
- Select the Public checkbox to make the contact public.
NOTE
Public contacts are viewable by all Users regardless of the contact's assignments. - Clear the Public checkbox to make the contact private.
- Select the Public checkbox to make the contact public.
- Click the Save button found at the bottom of the page when finished.
Assigning Contacts & Shared User Data
Assigning a contact grants access to a client's data file to a specific user in the CRM. The shared user data settings determine if other users can also have access.
Shared user data allows a user to view a contact's data that is assigned to, or created by, the selected users.
NOTE
Only users with Super Admin Settings privileges can control these settings.
More information is available on Shared User Data in our Help Center article here. (Opens New Window)
FAQs
Can I reassign all the leads from one user to another?
Yes, please visit our article on using the Mass Edit tool to reassign contacts. Click Here
Can contacts be automatically assigned?
Yes, go to the Admin tab and select Settings from the Navigation Bar. Within the "General" section of the page, enable the "Auto Assign Contacts" feature by clicking the checkbox next to it.
Article Version History:
Version | Effective Date | Description |
Basic | 03/18/2019 | Initial Release |
0.1 | 11/03/2021 | Minor Updates |
0.2 | 10/29/2022 | Minor Update - added header and initial change log footer |
0.3 | 04/14/2023 | Added final version control footer; refreshed all screenshots to reflect the current user interface. |
0.4 | 04/12/2024 | Refreshed all screenshots to improve readability; minor grammatical updates to improve readability. |