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quick_guides_4 [2017/12/01 16:35] – external edit 127.0.0.1 | quick_guides_4 [2022/06/03 08:41] (current) – Meena Brock | ||
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====== How to Add and Remove Company Contacts ====== | ====== How to Add and Remove Company Contacts ====== | ||
- | {{:a_company_record.png|}} | + | {{ :clientrecord.png? |
To add other contacts to the company details: | To add other contacts to the company details: | ||
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* Use the Include Former to see Contacts who have left – all their Vacancies and Contact Events remain attached. | * Use the Include Former to see Contacts who have left – all their Vacancies and Contact Events remain attached. | ||
+ | ==== 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
+ | \\ | ||
+ | \\ See also: | ||
+ | \\ [[http:// | ||
+ | \\ | ||
+ | \\ Back to [[1_online_user_guide]] | ||
+ | \\ back to [[UG2-00]] | ||
+ | \\ | ||
+ | \\ | ||
Go back to [[3_quick_guides|Getting Started]] | Go back to [[3_quick_guides|Getting Started]] |