ug2-03

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ug2-03 [2018/01/18 10:25] ivanug2-03 [2022/06/06 09:00] (current) 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://www.iqxusers.co.uk/iqxhelp/doku.php?id=ug2-03|Add a company]] + 
-\\ +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?800|}} 
-\\ + 
-\\+{{:being_able_to_add_an_accounts_from_misc_view_1.png?600|}} 
 + 
 +Go back to  [[ug2-00|Client How to...]]
  • ug2-03.1516271117.txt.gz
  • Last modified: 2018/01/18 10:25
  • by ivan