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The Finance Shop Knowledgebase
Best Practice Guides
TFS Manuals
The Finance Shop - User Guide
Managing Clients
Maintaining Client Details
Client Contacts
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Version
Old Version
5
New Version
6
Changes made by
Matthew Garrett
Matthew Garrett
Saved on
Feb 23, 2017
Feb 23, 2017
Previous Change: Difference between versions 4 and 5
Next Change: Difference between versions 6 and 7
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...
Expand
title
Adding a New Contact - Click here to expand...
Click
New
. The
Create/Select Entity
confirmation prompt will be displayed.
Click
Yes
. The
Contact
ContactÂ
dialog will be displayed.
Enter the contact details.
Click
OK
. The dialog will close and the contact will be added to the
Contacts
list.
...
General
Content
Integrations
{"serverDuration": 202, "requestCorrelationId": "42c3586bb5f7401f81fdb8083d3e21bc"}