Personal Settings -> Relationship Management
History Settings: After opening a Rolodex card or a project, the most recent items appertaining to that project or contact will be listed in the “history” tab. These settings can be used to specify what and how much should be listed.
New Companies From External Sources: Here you can manage settings appertaining to external contacts. For example which source of external contacts (Chamber of Commerce or Yellow Pages) will be retrieved from.
Project Attributes: This menu lets you manage attributes appertaining to Projects (Matters).
Default tab in external sources: Here you can choose a default tab which opens when searching new contacts from external sources
Default tab for external sources: This menu allows for management of default tabs when searching new contacts from external sources.
