Total Synergy

Contact - Projects

Contact - Invoices

Contact - Bills

Contact - Notes

Contact Unique ID's

Contact status options

Deleting contact titles

Contact status

Details on how to access and use the contact audit

Contact Audit Overview

Contact documents tab

Contact bills tab

Contact invoices overview

Contact projects tab

Adding a contact to the contact projects tab

Changing the contact status in contact details

Contact roles, Roles, Staff roles, Roles Overview

Contact Roles Overview

Contact - Unique IDs Overview

Contacts

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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