Differences

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

--- quick_guides_3 [2013/04/02 13:59] – created barbara
+++ quick_guides_3 [2022/06/02 14:58] (current) – Catherine Riddell
@@ Line 1: / Line 1: @@
 ====== How to add a New Company Record ======
+To add a new company: Open the company selector by clicking on the Companies icon.
+Click on the New button.
+A screen similar to the following one is displayed.
+{{ ::addclient.png?nolink |}}
+Click on the + button to expand a section and enter the company’s details.
+Keyboard shortcuts
+^Key^Use^
+|Tab or Return|Moves you through the questions, expanding each level|
+|Up & down arrows|Moves you through the question without expanding levels|
+|Left & right arrows|Collapses or expands a level, unless it is a text field|
+|Space bar|Ticks or clears a box|
+|Ctrl & character| In a long list this takes you to the next word that starts with that character|
+The information that you are asked for depends on what has been requested by your company. There will be some fields which must be entered.
+When you have input the information against all the relevant and necessary fields, click on next.\\ \\ The next screen requires you to enter the first contact
+person's details, again the information you are asked for depends on what has been requested by your agency.\\ \\ When you have entered all the information
+click on the Finish button.\\ \\ This will open the created Company Record.\\ \\ {{ ::clientrecord.png?nolink |}}\\ \\ Go back to [[3_quick_guides|Getting Started]]