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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 Client Address/Telephone screen allows users to manage the address and telephone details for a client.


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titleOpening the Client Address/Telephone Screen - Click here to expand...
  • From the Client menu, select Address/Telephone.
  • From the sidebar, select Client then Address/Tel.


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titleAdding an Address - Click here to expand...

The Online Map button is used to open Google Maps to the entered address. The Online Map field can be used to enter the full URL address for an address.

  1. Select the Addresses list. A shadow will appear around the list to indicate it is selected.
  2. Press the New button. The Address dialog will be displayed.

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  1. Enter the address details.
  2. Click the OK button.

Note

The Custom? field allows the user to specify a non-standard address, such as a foreign address.


Note

Copy Address button () is located next to the Address group. If you have already created contacts, this button allows users to copy address details from the contacts into the clients own details.



Expand
titleAdding a Telephone Number - Click here to expand...
  1. Select the Telephone Numbers list. A shadow will appear around the list to indicate it is selected.
  2. Press the New button. The Telephone dialog will be displayed.
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  3. Enter the telephone details.
  4. Click the OK button.


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