Differences

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

--- ug2-03 [2013/04/12 16:46] – davidbell
+++ ug2-03 [2022/06/06 09:00] (current) – Catherine Riddell
@@ Line 1: / Line 1: @@
 ==== Adding further company contacts ====
-**Refers to:**\\
-Companies button (Top menu)\\
 \\
 You can add other contacts to the company details.
   * Click on the **Add** button.
-  * Enter the required information.
+  * Enter the required information and complete questionnaire where relevant.
-  * Click on the **Add** button 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:
-\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=ug2-03|2.2 Add a company]]
-\\
-\\ Back to [[1_online_user_guide]]
-\\ back to [[UG2-00]]
-\\
 \\
+**(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|}}
+Go back to  [[ug2-00|Client How to...]]