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ug2-03 [2022/06/03 08:41] – removed Meena Brock | ug2-03 [2022/06/06 09:00] (current) – Catherine Riddell | ||
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+ | ==== 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. | ||
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+ | Go back to [[ug2-00|Client How to...]] |