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The Finance Shop Knowledgebase
Best Practice Guides
TFS Manuals
The Finance Shop - User Guide
Managing Clients
Maintaining Client Details
Client References
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Changes made by
Matthew Garrett
Matthew Garrett
Saved on
Feb 06, 2017
Feb 06, 2017
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Credit:
a credit reference (e.g., bank account, credit card account, or credit with another company).
Trade:
a business reference.
Personal:
personal reference from an employer, friend, etc.
Expand
title
Accessing the Client References Screen - Click here to expand...
From the
Client
menu, select
References
.
From the sidebar, select
Client
then
References
.
...
General
Content
Integrations
{"serverDuration": 226, "requestCorrelationId": "f133169a359d40a3b7b02d1999ab281b"}