Account Level Features
Everything you need to know about managing your account
By Mark and 1 other2 authors143 articles
- How to delete a project
- How to rename your project
- How to create a new project
- How to personalize project features when creating your project
- How to hide project features
- How to archive a project
- How to move projects
- Best practices when importing a screenplay
- How to use our film budget template
- What happens when I downgrade?
- How to restore a project
- How to create a project group
- How to view archived projects
- How to show missing project features
- How to rename project groups
- How to ungroup projects
- How to create a new account contact
- How to export a contact list CSV file
- How to add an international phone number to contacts
- How to assign account contacts to a project
- How to edit project contact roles
- How to edit contact details
- How to import contacts in bulk
- How to import project contact lists
- How to add multiple roles to contacts
- How to generate a PDF of account contact lists
- How to reorder account contacts
- How to filter contacts
- How to remove contacts in bulk
- How to view account contacts
- How to add a contact photo
- How to view project contacts
- How to upload or attach an image to talent
- How to create a custom contact list
- How to view account contacts
- Project contacts keyboard shortcuts
- How to watermark a contact list PDF
- Whats the difference between account contacts and project contacts
- How to remove a contact photo
- How to add notes to contacts
- How to create custom company departments
- How to create custom departments for a project
- How to create custom project crew roles
- How to reset project departments
- How to reset company departments
- What's the difference between company departments & project departments?
- How to remove project departments
- How to rename project departments
- How to remove company departments
- How to push project departments to company departments
- Policies and procedures
- What's included with the free plan?
- If I upgrade mid-cycle, will my bill be prorated?
- What's included with the starter plan?
- What's included with the indie plan?
- What's included with the professional plan?
- What happens when I add a teammate mid-cycle?
- What happens when I switch from an annual plan to a monthly plan?
- How to hide the chat box
- How to view your personal account
- How to view an account you’ve been added to from your dashboard