Differences

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

--- ug2-03 [2022/06/03 08:41] – removed Meena Brock
+++ ug2-03 [2022/06/06 09:00] (current) – Catherine Riddell
@@ Line 1: / Line 1: @@
+==== 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|}}
+Go back to  [[ug2-00|Client How to...]]