Updates to VIP Feature

This guide highlights essential updates to the VIP feature, enhancing user control and functionality. It introduces new security measures for assigning VIP status, allows VIP designation during job or claim creation, and enables easy visibility and editing of VIP status directly from the Job Slideboard. Additionally, users can efficiently filter VIP contacts, streamlining the management process. Viewing this guide will help users maximize the benefits of these updates for improved workflow and organization.

James Barker
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New security has been added to Security and Group Security to allow for control of who can assign a contact as a VIP.

The VIP status can now be applied when creating a job or claim to the Referred by. Once a referral is chosen from the list, the VIP option will show up.

The VIP status can now be applied when creating a job or claim to the Company Contact Person. Once a referral is chosen from the list, the VIP option will show up.

The VIP status can now be applied when creating a job or claim to Standard or Custom External Participants. Once a referral is chosen from the list, the VIP option will show up.

The VIP status of a contact can be seen directly from the Job Slideboard

You can edit the VIP status of a contact or company directly from the Job Slideboard for both claims and jobs.

You can now filter the contact manager for both companies and individuals for VIP Contacts.