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The Finance Shop Knowledgebase MenuThe Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
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The Service Providers screen is used to manage a contact's service providers.


Expand
titleOpening the Contact Service Providers Screen -Click here to expand
  • From the Contact menu, select Services.
  • From the sidebar, select Contact then Services.



Expand
titleEditing a Service Provider - Click here to expand...
  1. Click the Edit button to change the screen into Edit Mode.
  2. Click the Company popup button (). The Select [Service Provider]dialog will be displayed.
  3. From the Entity Role drop-down list, select the required entity role, such as 'Accountant'.
  4. Enter all or part of the entity's name in the Name field to further filter the Entity list.
  5. From the Entity list, select the required service.
  6. If you know the name of the contact and it is displayed in the list, select the required contact from the Contacts list.
  7. Click the OK button.


Note

If a service provider is changed at any time and you have applications, you will be prompted to update those applications with the new changes.



Expand
titleCommunicating with a Service Provider - Click here to expand...
  1. Click the Communicate button ( ). The Communicatedialog will be displayed.
  2. Select the communication type.
  3. Select the required template style.
  4. Click the OK button.



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