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


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titleSelecting the Reference Type

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  1. Click the Type popup button (). The Select Reference Typedialog will be displayed.
  2. Select the required reference type.
  3. Click the OK button. The Select Reference Typedialog will close.
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titleAdding a Reference

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

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

Process Navigation


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