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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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Old Version
3
New Version
4
Changes made by
Matthew Garrett
Matthew Garrett
Saved on
Feb 06, 2017
Feb 07, 2017
Previous Change: Difference between versions 2 and 3
Next Change: Difference between versions 4 and 5
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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
Opening
the Client References Screen - Click here to expand...
From the
Client
menu, select
References
.
From the sidebar, select
Client
then
References
.
...
General
Content
Integrations
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