The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
|Add a Phone Calls Entry from the Directory|
|Add a Company to the Project Level Directory||*||*|
|Add a Person to the Project Level Directory||*||*|
|Add a Contact to your Device||*||*|
|Email Forward Contact Information|
|Edit a Company in the Project Level Directory|
|Edit a Person in the Project Level Directory|
|Search and Filter the Directory|
|Send a Message or WhatsApp To Contact|
|View the Directory||**||**|