Differences

This shows you the differences between two versions of the page.

--- quick_guides_21 [2022/07/06 08:42] – Meena Brock
+++ quick_guides_21 [2022/07/06 08:58] (current) – Meena Brock
@@ Line 4: / Line 4: @@
 From here you can view all your Company/Client details and make any amendments to the record.
+//
+//
+{{ :comprecord.png?nolink&600 |}}
 ------------------------------------------------
  ===Contacts===
@@ Line 53: / Line 57: @@
 ===Notes===
 In this tab you can insert text or free type any information that is relevant to the Company or Company Contacts. This will be seen by all that have access to Company records.
+//
+//
 -------------------------------------------------
 //
@@ Line 133: / Line 140: @@
 ===Warning===
+You can set a warning to pop up on the opening of this Company/Client record, simply by free typing your warning into the box and updated the record.
+---------------------------------------------------------
+//
+//
+===Popup Consultants===
+In here you can set up which consultant will receive the popup that are generated from the Web portal.
+-------------------------------------------------------
+//
+//
+[[3_quick_guides|Back to Getting Started]]