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How do I set up a default project for a contact?

PostPosted: Fri Mar 11, 2011 3:05 pm
by ClearContext Support
Use AutoAssign to automatically assign a project based on sender. Select the AutoAssign button, give the rule a name (i.e. Mom), check “Sender” and enter a sender email address (i.e., and select the default project (i.e. Personal) in the Assign to Project: drop down list box.