Differences
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| Both sides previous revision Previous revision Next revision | Previous revisionLast revisionBoth sides next revision | ||
| ug2-03 [2018/01/18 10:25] – ivan | ug2-03 [2022/06/06 08:59] – Catherine Riddell | ||
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| ==== Adding further company contacts ==== | ==== Adding further company contacts ==== | ||
| - | **Refers to:**\\ | ||
| - | Companies button (Top menu)\\ | ||
| \\ | \\ | ||
| You can add other contacts to the company details. | You can add other contacts to the company details. | ||
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| * Click **Save & Refresh** 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: | + | **(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. |
| - | \\ [[http:// | + | |
| - | \\ | + | 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. |
| - | \\ Back to [[1_online_user_guide]] | + | |
| - | \\ back to [[UG2-00]] | + | {{:being_able_to_add_an_accounts_from_misc_view_2.png? |
| - | \\ | + | |
| - | \\ | + | {{:being_able_to_add_an_accounts_from_misc_view_1.png?600|}} |
| + | |||
| + | [[ug2-00|Go back to Client How to...]] | ||
Catherine Riddell