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ug2-03 [2017/12/01 16:35] – external edit 127.0.0.1 | ug2-03 [2022/06/06 09:00] (current) – Catherine Riddell | ||
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==== Adding further company contacts ==== | ==== Adding further company contacts ==== | ||
- | **Refers to:**\\ | ||
- | Companies button (Top menu)\\ | ||
\\ | \\ | ||
You can add other contacts to the company details. | You can add other contacts to the company details. | ||
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* Click **Save & Refresh** to add the new contact to the list at the bottom of the screen. | * Click **Save & Refresh** to add the new contact to the list at the bottom of the screen. | ||
\\ | \\ | ||
- | \\ See also: | + | **(2.20.2+)** You can also add an accounts contact directly within the company Miscellaneous (often renamed to Account Setup) view rather than having to go back to the Contacts view. |
- | \\ [[http:// | + | |
- | \\ | + | If the accounts contact is not yet in IQX click on the elipses at the end of the Accounts Contact field and use the Add Contact button. |
- | \\ Back to [[1_online_user_guide]] | + | |
- | \\ back to [[UG2-00]] | + | {{: |
- | \\ | + | |
- | \\ | + | {{: |
+ | |||
+ | Go back to [[ug2-00|Client How to...]] |