The Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
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Excerpt
The References tab allows users to enter details about client referees.
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Selecting the Reference Type - Click here to expand...
Click the Type popup button (). The Select Reference Typedialog will be displayed.
Select the required reference type.
Click the OK button. The Select Reference Typedialog will close.
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Adding a Reference - Click here to expand...
Enter the reference details.
Click the right-arrow button ( ) to move the reference into the Reference list on theright hand side of thedialog.
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.
