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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 Contact References screen allows users to manage a contact's references.


Expand
titleOpeneing the Contact References screen - Click here to expand...
  • From the Contact menu, select References.
  • From the sidebar, select Contact then References.



Expand
titleAdding a Reference. Click here to expand...
  1. From the Name drop-down list, select a contact.
  2. Click the New button. The Reference dialog will be displayed.



  3. Enter the reference details.
  4. Click the OK button.




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