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Question

Key Contacts - Show Role

  • May 6, 2026
  • 2 replies
  • 10 views
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Forum|alt.badge.img+1

In the Key Contacts, I’d like to be able to see the person’s role

      2 replies

      Shay Macgabhann
      Rocketeer
      Forum|alt.badge.img+2

      Hey, 

      Roles are currently visible from the main client dashboard. you just need to ensure you have the contacts role syncing in from PSA :) 

      Hope that helps.
      Shay

      F
      Forum|alt.badge.img+2

      Hey, 

      Roles are currently visible from the main client dashboard. you just need to ensure you have the contacts role syncing in from PSA :) 

      Hope that helps.
      Shay

      Perhaps they mean they’d like to see the role without having to expand the list?

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