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Matthew Garrett

Matthew Garrett

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The References tab allows users to enter details about client referees.

Image Added


Selecting the Reference Type

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  1. Click the Type popup button (Image Added). The Select Reference Type dialog will be displayed.
  2. Select the required reference type.
  3. Click the OK button. The Select Reference Type dialog will close.

Adding a Reference

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  1. Enter the reference details.
  2. Click the right-arrow button (Image Added ) to move the reference into the Reference list on the right hand side of the dialog.
Note

To alter a reference , select it from the References list and click the left-arrow button (Image Added ), edit the information, and click the right-arrow button to return it to the References list.

Process Navigation


Create a New Client Create a New Client 

Image ModifiedGeneral 


Image ModifiedAddress\ Telephone


Image Modified Contacts


Image Modified Marketing


Image Modified Services



Image ModifiedReferences


Image ModifiedAccounts


Image Modified Employment


Image Modified Assets


Image ModifiedLiabilities