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TFS User Guide Table
TFS User Guide Table
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The References tab allows users to enter details about client referees.

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Expand
titleSelecting the Reference Type - Click here to expand...
  1. Click the Type popup button (Image Modified). The Select Reference Typedialog will be displayed.
  2. Select the required reference type.
  3. Click the OK button. The Select Reference Typedialog will close.


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titleAdding a Reference - Click here to expand...
  1. Enter the reference details.
  2. Click the right-arrow button (Image Modified ) 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 (Image Modified ), edit the information, and click the right-arrow button to return it to the References list.

Process Navigation

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Image Removed Create a New Client 

Image RemovedGeneral 

Image RemovedAddress\ Telephone

Image Removed Contacts

Image Removed Marketing

Image Removed Services

Image RemovedReferences

Image RemovedAccounts

Image Removed Employment

Image Removed Assets

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