The Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
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Excerpt
The Employment tab allows users to enter a contact's employment history.
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Adding an Employment Item
Enter the employment details.
Click the right-arrow button () to move the employment into the Employment list on the right-hand side of the dialog.
Note
To remove a redundant or incorrect employment, select the employment from the Employments list Employment list and click the left-arrow button ().
Note
IMPORTANT CONCEPTS
Clear Employment Fields Button (Image Modified): click to clear the reference information.
Occupation Field: enter the Occupation field as it is used in both the finance application as well as SmartLodge.
Income Group: if the income details are entered, an income asset is created on the Assets tab (Step 7 - Assets). If the income details require changing, this will be done through the employment record.
Employer Group: the employer details can be entered manually or via the popup button (Image Modified) next to the Name field.
Employment List: displays the employment history list. Users can set the current employment using the Set Primary button (Image Modified).
