Differences

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

--- quick_guides_4 [2013/04/09 12:24] – barbara
+++ quick_guides_4 [2022/06/03 08:41] (current) – Meena Brock
@@ Line 1: / Line 1: @@
 ====== How to Add and Remove Company Contacts ======
-{{:a_company_record.png|}}
+{{ :clientrecord.png?nolink |}}
 To add other contacts to the company details:
@@ Line 9: / Line 9: @@
 To remove contacts from the company details:
-  * Select the relevant contact, ensuring that the arrow is
+  * 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]]
+==== Adding further company contacts ====
+\\
+You can add other contacts to the company details.
+  * Click on the **Add** button.
+  * Enter the required information and complete questionnaire where relevant.
+  * Click **Save & Refresh** to add the new contact to the list at the bottom of the screen.
+\\
+**(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.
+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.
+{{:being_able_to_add_an_accounts_from_misc_view_2.png?800|}}
+{{:being_able_to_add_an_accounts_from_misc_view_1.png?600|}}
+\\
+\\ See also:
+\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=ug2-03|Add a company]]
+\\
+\\ Back to [[1_online_user_guide]]
+\\ back to [[UG2-00]]
+\\
+\\
+Go back to [[3_quick_guides|Getting Started]]