1		Getting Started
2		Installing
2.1		Requirements
2.2		Automated Installer
2.3		Microsoft Web Platform
2.4		Zip File
2.5		Scheduler Service
3		Upgrading
3.1		Upgrading Existing Installations
3.2		Upgrading 4.1.x to 4.2
3.3		Upgrading 4.0.x to 4.2
3.4		Upgrading 3.7.x to 4.2
3.5		Upgrading 3.6.x to 4.2
3.6		Upgrading 3.5.x to 4.2
3.7		Upgrading 3.1.x to 4.2
3.8		Upgrading 3.0.x to 4.2
3.9		Upgrading 3.0.0 to 4.2
3.10		Upgrading 2.2 to 4.2
3.11		Upgrading 2.1.x to 4.2
3.12		Upgrading 2.0.x to 4.2
3.13		Upgrading 1.9.1 to 4.2
3.14		Upgrading 1.9/1.9a/1.9b to 4.2
3.15		Upgrading 1.8.x to 4.2
3.16		Upgrading 1.7 to 4.2
3.17		Upgrading 1.6.3 to 4.2
4		Projects
4.1		Project Concepts
4.1.1		Grouping Projects
4.1.2		Components
4.1.3		Versions
4.1.4		Roadmap
4.1.5		Change Log
4.1.6		Dashboard
4.2		Project Customization
4.2.1		Project Settings
4.2.2		Single, Multiple Item Options
4.2.3		Item Type, Priority, Severity Options
4.2.4		Default Values
4.2.5		Components
4.2.6		Versions
4.2.7		Project Attributes
4.2.8		Which Fields Are Displayed?
5		Item Management
5.1		Overview
5.2		Creating
5.3		Editing
5.4		Viewing
5.5		Visibility
5.6		Custom Fields
5.7		Comments
5.8		Hierarchy
5.9		Links
5.10		Recurrence
5.11		Estimates & Time Logs
5.12		Source Control Links
5.13		Audit Trails
5.14		Workflow
5.15		Filter Items
5.15.1		Using the Filter
5.15.2		Saving and Reusing Filters
5.15.3		Cross Project Roll-ups
5.16		Patterns
6		Planning Board
7		Time Management
7.1		Time Reports
7.2		Recording Time
8		Notifications
8.1		Project Alerts
8.2		Item Watchers
9		Test Management
9.1		Approach
9.2		Plans
9.3		Cases
9.4		Runs
9.5		Traceability
9.6		Filtering
10		Management
10.1		Administration
10.1.1		General Configuration
10.1.2		SMTP and Notifications
10.1.3		Projects
10.1.4		Custom Fields
10.1.5		Item Management
10.1.6		Test Management
10.1.7		Licensing
10.2		Users & Security
10.2.1		User Management
10.2.2		Global and Project Groups
10.2.3		Working with Global Groups
10.2.4		Working with Project Groups
10.2.5		Available Permissions
10.2.6		Project Resources
10.2.7		Assigning Permissions to Projects
10.2.8		Windows Authentication
10.2.9		Active Directory Integration
11		Using Add-on Products
11.1		Visual Studio 2008/2010
11.2		Gemini Desktop
11.3		Microsoft Outlook
11.4		Converse
11.4.1		Installation
11.4.2		Core Mailbox Setup
11.4.3		Selecting Emails to Process
11.4.4		Manipulating Email Content
11.4.5		Outbound Notifications
11.4.6		Project Mapping
11.5		SimplyFi
11.5.1		Introduction
11.5.2		Key Features
11.5.3		Licensing
11.5.4		SimplyFi Concepts
11.5.5		Clients
11.5.6		Contacts
11.5.7		Documents
11.5.8		Payments
11.5.9		Stock Items
11.5.10		Payment Terms
11.5.11		Document Templates
11.5.12		Email Templates
11.5.13		Reminders
11.5.14		Resource Costs
11.5.15		Project Costs
11.5.16		Initial Configuration
11.5.17		Administration
11.5.18		General
11.5.19		Stock Items
11.5.20		Cost Categories
11.5.21		Resource Costs
11.5.22		Project Costs
11.5.23		Document Templates
11.5.24		Statement Templates
11.5.25		Email Templates
11.5.26		Reminders
11.5.27		Currencies
11.5.28		FX Rates (Foreign Exchange)
11.5.29		Tax Codes
11.5.30		Payment Terms
11.5.31		Client Custom Fields
11.5.32		Localisation
11.5.33		Clients and Contacts
11.5.34		Clients
11.5.35		Contacts
11.5.36		Searching Clients
11.5.37		Adding a Client
11.5.38		Editing a Client
11.5.39		Deleting a Client
11.5.40		Searching Contacts
11.5.41		Adding a Contact to an Existing Client
11.5.42		Editing an Existing Contact
11.5.43		Deleting an existing Contact
11.5.44		Contact Groups
11.5.45		Documents
11.5.46		Invoices
11.5.47		Searching Invoices
11.5.48		Quotes
11.5.49		Creating and Editing Invoices
11.5.50		Searching Quotes
11.5.51		Credit Notes
11.5.52		Creating and Editing Quotes
11.5.53		Searching Credit Notes
11.5.54		Recurring Invoices
11.5.55		Creating and Editing Credit Notes
11.5.56		Searching Recurring Invoices
11.5.57		Creating and Editing Recurring Invoices
11.5.58		Document Numbers
11.5.59		Payments
11.5.60		Searching Payments
11.5.61		Logging a new payment
11.5.62		Editing Payments
11.5.63		Reports
11.5.64		Age Analysis
11.5.65		Reconciliation Report (Recon Report)
11.5.66		Debt Report
11.5.67		Tax Report
11.5.68		Finance Summary Panels
11.5.69		Import
11.5.70		Clients
11.5.71		Invoices
11.5.72		Payments
11.5.73		Dashboard
11.5.74		Support
11.5.75		Reference
11.5.76		Windows Localisation Codes
11.5.77		Supported Currencies
11.5.78		Icon Reference
11.5.79		Additional Resources
12		API
12.1		Introduction
12.2		Enabling API support
12.3		Authentication
12.4		Response Formats
12.5		.NET Quick-start
12.6		Schema Reference
12.7		Administration API
12.8		Alerts API
12.9		Custom Fields API
12.10		Groups API
12.11		Items API
12.12		Projects API
12.13		Users API
12.14		Testing API
13		User Profile

202 documents found.

To edit an existing Contact, click the “Edit Client” icon in the Client search results. Once the list of associated Contacts is visible on the Edit Client page, click the “Edit Contact” icon  in the list of Contacts.

When editing a Contact, you have the option to add the Contact to existing Contact Groups

Or, select Projects to link your Clients to. Currently this functionality only serves to preselect a Client when invoicing directly off Gemini Items. See “Editing Invoices” below for more information.

Or, link a Contact to available Tax Codes. This will restrict the available Tax Codes for a Document allocated to the selected Client.

Or, link a contact to available Document Templates. This will restrict the available Document Templates for a Document allocated to the selected Client.

Or, finally, link a contact to available Payment Terms. This will restrict the available Payment Terms for a Document allocated to the selected Client.