Differences
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quick_guides_4 [2013/04/09 11:34] – created barbara | quick_guides_4 [2022/06/02 14:59] – Catherine Riddell | ||
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====== How to Add and Remove Company Contacts ====== | ====== How to Add and Remove Company Contacts ====== | ||
- | {{:a_company_record.png|}} | + | {{ :clientrecord.png? |
To add other contacts to the company details: | To add other contacts to the company details: | ||
Line 9: | Line 9: | ||
To remove contacts from the company details: | To remove contacts from the company details: | ||
- | * | + | * Contacts will not be removed but archived from view. |
+ | * Select the relevant contact and use the Leave button if a Contact leaves to end the employment - you can also attach to a new Company. | ||
+ | * It can be used in advance – until the Leave date is reached the Contact will be viewable. | ||
+ | * Use the Include Former to see Contacts who have left – all their Vacancies and Contact Events remain attached. | ||
- | Go back to [[3_quick_guides|Quick Guides & How to]] | + | Go back to [[3_quick_guides|Getting Started]] |