quick_guides_4

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quick_guides_4 [2013/04/09 12:24] barbaraquick_guides_4 [2022/06/02 14:59] Catherine Riddell
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 ====== How to Add and Remove Company Contacts ====== ====== How to Add and Remove Company Contacts ======
  
-{{:a_company_record.png|}}+{{ :clientrecord.png?nolink |}}
    
 To add other contacts to the company details: To add other contacts to the company details:
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 To remove contacts from the company details: 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]]+Go back to [[3_quick_guides|Getting Started]]
  • quick_guides_4.txt
  • Last modified: 2022/06/03 08:41
  • by Meena Brock